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 | $106,636 | $71,050+50.1% | $93,606+13.9% | $80,856+31.9% |
| Participation rate | 45.2% | 60.4%-15.2pp | 68.7%-23.6pp | 67.6%-22.5pp |
| Annual return | 12.68% | 11.26%+1.4pp | 133.20%-120.5pp | 35.59%-22.9pp |
| Employer contribution / active EE | $1,145 | $1,564-26.8% | $2,420-52.7% | $2,755-58.4% |
| Participant deferral / active EE | $2,331 | $4,034-42.2% | $4,411-47.2% | $4,296-45.7% |
| Admin fee / account holder | $1,702 | $6,945-75.5% | $8,285-79.5% | $6,918-75.4% |