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 | $106,474 | $80,724+31.9% | $103,333+3.0% | $74,495+42.9% |
| Participation rate | 52.1% | 65.7%-13.6pp | 74.5%-22.4pp | 67.2%-15.1pp |
| Annual return | 14.82% | 27.56%-12.7pp | 24.88%-10.1pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $2,131 | $3,157-32.5% | $3,868-44.9% | $2,623-18.7% |
| Participant deferral / active EE | $4,397 | $3,860+13.9% | $5,057-13.1% | $4,346+1.2% |
| Admin fee / account holder | $1,581 | $2,368-33.2% | $8,355-81.1% | $1,942-18.6% |