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 | $186,186 | $106,749+74.4% | $145,433+28.0% | $82,448+125.8% |
| Participation rate | 59.6% | 75.6%-16.1pp | 82.1%-22.5pp | 68.1%-8.5pp |
| Annual return | 16.07% | 27.59%-11.5pp | 66.58%-50.5pp | 41.64%-25.6pp |
| Employer contribution / active EE | $859 | $3,444-75.1% | $4,554-81.1% | $2,551-66.3% |
| Participant deferral / active EE | $8,039 | $6,519+23.3% | $7,897+1.8% | $4,139+94.2% |
| Admin fee / account holder | $2,982 | $8,390-64.5% | $13,129-77.3% | $7,234-58.8% |