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 9-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 | $121,056 | $58,512+106.9% | $84,015+44.1% | $72,985+65.9% |
| Participation rate | 11.8% | 61.2%-49.5pp | 69.0%-57.2pp | 69.5%-57.7pp |
| Annual return | 18.24% | 28.93%-10.7pp | 71.31%-53.1pp | 81.00%-62.8pp |
| Employer contribution / active EE | $920 | $1,163-20.9% | $1,983-53.6% | $2,440-62.3% |
| Participant deferral / active EE | $2,588 | $2,394+8.1% | $3,239-20.1% | $3,607-28.3% |
| Admin fee / account holder | $1,984 | $4,569-56.6% | $6,101-67.5% | $5,124-61.3% |