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 | $119,224 | $91,037+31.0% | $71,671+66.3% | $147,584-19.2% |
| Participation rate | 68.8% | 76.1%-7.4pp | 68.7%0pp | 82.8%-14.1pp |
| Annual return | 17.50% | 20.48%-3.0pp | 20.65%-3.1pp | 578.55%-561.0pp |
| Employer contribution / active EE | $1,048 | $3,327-68.5% | $2,460-57.4% | $4,876-78.5% |
| Participant deferral / active EE | $4,813 | $4,498+7.0% | $3,438+40.0% | $5,439-11.5% |
| Admin fee / account holder | $9,019 | $8,613+4.7% | $5,558+62.3% | $10,885-17.1% |