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 | $139,810 | $95,266+46.8% | $82,389+69.7% | $142,382-1.8% |
| Participation rate | 33.3% | 74.5%-41.1pp | 69.5%-36.2pp | 80.1%-46.8pp |
| Annual return | 15.10% | 25.74%-10.6pp | 28.67%-13.6pp | 217.08%-202.0pp |
| Employer contribution / active EE | $874 | $2,991-70.8% | $2,517-65.3% | $4,299-79.7% |
| Participant deferral / active EE | $5,688 | $4,809+18.3% | $4,155+36.9% | $6,507-12.6% |
| Admin fee / account holder | $1,468 | $8,563-82.9% | $7,231-79.7% | $12,624-88.4% |