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 | $128,553 | $95,803+34.2% | $113,168+13.6% | $84,808+51.6% |
| Participation rate | 42.6% | 72.9%-30.2pp | 76.6%-33.9pp | 68.3%-25.7pp |
| Annual return | 14.44% | 25.00%-10.6pp | 24.27%-9.8pp | 40.90%-26.5pp |
| Employer contribution / active EE | $1,105 | $2,360-53.2% | $2,975-62.9% | $2,631-58.0% |
| Participant deferral / active EE | $2,441 | $4,242-42.5% | $5,107-52.2% | $4,212-42.0% |
| Admin fee / account holder | $22,610 | $8,989+151.5% | $12,068+87.4% | $7,344+207.9% |