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 | $119,899 | $95,803+25.2% | $113,168+5.9% | $84,808+41.4% |
| Participation rate | 64.0% | 72.9%-8.9pp | 76.6%-12.6pp | 68.3%-4.3pp |
| Annual return | 13.24% | 25.00%-11.8pp | 24.27%-11.0pp | 40.90%-27.7pp |
| Employer contribution / active EE | $1,569 | $2,360-33.5% | $2,975-47.3% | $2,631-40.3% |
| Participant deferral / active EE | $6,045 | $4,242+42.5% | $5,107+18.4% | $4,212+43.5% |
| Admin fee / account holder | $799 | $8,989-91.1% | $12,068-93.4% | $7,344-89.1% |