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 6-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 | $105,038 | $67,823+54.9% | $52,425+100.4% | $137,256-23.5% |
| Participation rate | 20.0% | 63.9%-43.9pp | 55.6%-35.6pp | 80.0%-60.0pp |
| Annual return | 13.39% | 219.11%-205.7pp | 302.12%-288.7pp | 220.34%-206.9pp |
| Employer contribution / active EE | $977 | $1,163-16.0% | $914+6.8% | $4,156-76.5% |
| Participant deferral / active EE | $4,832 | $2,288+111.2% | $1,790+169.9% | $6,407-24.6% |
| Admin fee / account holder | $1,144 | $2,844-59.8% | $2,495-54.1% | $12,270-90.7% |