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 | $123,368 | $72,492+70.2% | $87,100+41.6% | $72,985+69.0% |
| Participation rate | 69.5% | 72.8%-3.3pp | 76.9%-7.4pp | 69.5%0pp |
| Annual return | 16.70% | 24.46%-7.8pp | 28.19%-11.5pp | 81.00%-64.3pp |
| Employer contribution / active EE | $1,473 | $1,894-22.2% | $2,521-41.6% | $2,440-39.6% |
| Participant deferral / active EE | $3,952 | $3,270+20.9% | $4,049-2.4% | $3,607+9.6% |
| Admin fee / account holder | $14,939 | $5,055+195.5% | $7,497+99.3% | $5,124+191.5% |