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 10-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 | $118,737 | $88,707+33.9% | $74,183+60.1% | $273,961-56.7% |
| Participation rate | 46.2% | 79.4%-33.3pp | 76.6%-30.5pp | 83.0%-36.9pp |
| Annual return | 3.74% | 11.94%-8.2pp | 17.74%-14.0pp | 41.45%-37.7pp |
| Employer contribution / active EE | $1,521 | $3,159-51.8% | $2,370-35.8% | $4,869-68.8% |
| Participant deferral / active EE | $2,930 | $4,212-30.4% | $3,550-17.5% | $5,287-44.6% |
| Admin fee / account holder | $7,457 | $8,717-14.5% | $5,586+33.5% | $10,132-26.4% |