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 | $109,413 | $54,762+99.8% | $90,281+21.2% | $72,985+49.9% |
| Participation rate | 50.8% | 65.1%-14.4pp | 73.3%-22.5pp | 69.5%-18.7pp |
| Annual return | 16.82% | 30.63%-13.8pp | 78.10%-61.3pp | 81.00%-64.2pp |
| Employer contribution / active EE | $2,298 | $2,092+9.8% | $2,854-19.5% | $2,440-5.8% |
| Participant deferral / active EE | $4,106 | $2,887+42.2% | $3,885+5.7% | $3,607+13.8% |
| Admin fee / account holder | $10,135 | $3,972+155.2% | $5,351+89.4% | $5,124+97.8% |