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 | $116,633 | $85,515+36.4% | $112,040+4.1% | $67,986+71.6% |
| Participation rate | 58.9% | 68.2%-9.3pp | 76.5%-17.6pp | 57.2%+1.7pp |
| Annual return | 13.24% | 29.68%-16.4pp | 24.52%-11.3pp | 31.67%-18.4pp |
| Employer contribution / active EE | $1,024 | $2,191-53.3% | $2,954-65.3% | $2,019-49.3% |
| Participant deferral / active EE | $4,095 | $4,014+2.0% | $5,098-19.7% | $3,358+21.9% |
| Admin fee / account holder | $6,288 | $3,774+66.6% | $12,098-48.0% | $3,203+96.3% |