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 | $128,766 | $63,904+101.5% | $89,340+44.1% | $67,986+89.4% |
| Participation rate | 46.0% | 54.3%-8.3pp | 69.6%-23.5pp | 57.2%-11.2pp |
| Annual return | 14.45% | 18.09%-3.6pp | 20.57%-6.1pp | 31.67%-17.2pp |
| Employer contribution / active EE | $1,715 | $1,627+5.4% | $2,231-23.1% | $2,019-15.0% |
| Participant deferral / active EE | $2,710 | $2,691+0.7% | $3,823-29.1% | $3,358-19.3% |
| Admin fee / account holder | $3,834 | $3,315+15.7% | $6,704-42.8% | $3,203+19.7% |