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 | $100,333 | $59,839+67.7% | $81,983+22.4% | $79,858+25.6% |
| Participation rate | 55.4% | 61.6%-6.3pp | 69.2%-13.9pp | 69.6%-14.3pp |
| Annual return | 14.82% | 17.56%-2.7pp | 41.31%-26.5pp | 31.71%-16.9pp |
| Employer contribution / active EE | $405 | $1,713-76.4% | $2,498-83.8% | $2,471-83.6% |
| Participant deferral / active EE | $3,609 | $2,695+33.9% | $3,722-3.0% | $3,740-3.5% |
| Admin fee / account holder | $1,745 | $4,287-59.3% | $5,664-69.2% | $5,306-67.1% |