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 | $124,100 | $60,349+105.6% | $74,183+67.3% | $62,891+97.3% |
| Participation rate | 69.7% | 72.7%-3.0pp | 76.6%-6.9pp | 69.3%+0.4pp |
| Annual return | 4.79% | 21.37%-16.6pp | 17.74%-12.9pp | 20.14%-15.3pp |
| Employer contribution / active EE | $444 | $1,680-73.6% | $2,370-81.2% | $2,281-80.5% |
| Participant deferral / active EE | $4,444 | $2,856+55.6% | $3,550+25.2% | $3,203+38.7% |
| Admin fee / account holder | $6,716 | $4,261+57.6% | $5,586+20.2% | $4,296+56.3% |