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 | $112,198 | $71,050+57.9% | $93,606+19.9% | $80,856+38.8% |
| Participation rate | 49.0% | 60.4%-11.4pp | 68.7%-19.7pp | 67.6%-18.6pp |
| Annual return | 12.54% | 11.26%+1.3pp | 133.20%-120.7pp | 35.59%-23.0pp |
| Employer contribution / active EE | $393 | $1,564-74.9% | $2,420-83.8% | $2,755-85.7% |
| Participant deferral / active EE | $4,567 | $4,034+13.2% | $4,411+3.5% | $4,296+6.3% |
| Admin fee / account holder | $12,220 | $6,945+76.0% | $8,285+47.5% | $6,918+76.6% |