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 | $81,153 | $58,512+38.7% | $84,015-3.4% | $72,985+11.2% |
| Participation rate | 55.8% | 61.2%-5.5pp | 69.0%-13.2pp | 69.5%-13.7pp |
| Annual return | 19.03% | 28.93%-9.9pp | 71.31%-52.3pp | 81.00%-62.0pp |
| Employer contribution / active EE | $1,819 | $1,163+56.4% | $1,983-8.3% | $2,440-25.5% |
| Participant deferral / active EE | $4,675 | $2,394+95.3% | $3,239+44.4% | $3,607+29.6% |
| Admin fee / account holder | $2,325 | $4,569-49.1% | $6,101-61.9% | $5,124-54.6% |