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 | $102,715 | $68,719+49.5% | $91,541+12.2% | $84,808+21.1% |
| Participation rate | 50.0% | 64.5%-14.5pp | 69.8%-19.8pp | 68.3%-18.3pp |
| Annual return | 16.23% | 19.12%-2.9pp | 20.50%-4.3pp | 40.90%-24.7pp |
| Employer contribution / active EE | $1,866 | $1,920-2.8% | $2,505-25.5% | $2,631-29.1% |
| Participant deferral / active EE | $4,233 | $3,136+35.0% | $4,008+5.6% | $4,212+0.5% |
| Admin fee / account holder | $24,725 | $5,786+327.3% | $6,956+255.4% | $7,344+236.7% |