See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,329 | $81,446+105.4% | $103,374+61.9% | $80,874+106.9% |
| Participation rate | 19.5% | 66.9%-47.3pp | 74.5%-55.0pp | 67.6%-48.1pp |
| Annual return | 19.71% | 25.57%-5.9pp | 24.89%-5.2pp | 35.62%-15.9pp |
| Employer contribution / active EE | $1,401 | $3,107-54.9% | $3,869-63.8% | $2,756-49.1% |
| Participant deferral / active EE | $2,198 | $3,870-43.2% | $5,058-56.5% | $4,297-48.8% |
| Admin fee / account holder | $1,589 | $6,715-76.3% | $8,394-81.1% | $6,935-77.1% |