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 | $140,773 | $56,897+147.4% | $84,750+66.1% | $62,891+123.8% |
| Participation rate | 54.3% | 68.5%-14.3pp | 76.6%-22.3pp | 69.3%-15.1pp |
| Annual return | 9.22% | 6.30%+2.9pp | 22.78%-13.6pp | 20.14%-10.9pp |
| Employer contribution / active EE | $680 | $2,400-71.6% | $3,574-81.0% | $2,281-70.2% |
| Participant deferral / active EE | $2,373 | $2,709-12.4% | $3,712-36.1% | $3,203-25.9% |
| Admin fee / account holder | $4,466 | $3,581+24.7% | $5,332-16.2% | $4,296+4.0% |