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 | $122,765 | $60,124+104.2% | $90,404+35.8% | $79,858+53.7% |
| Participation rate | 55.1% | 65.0%-9.9pp | 72.7%-17.6pp | 69.6%-14.6pp |
| Annual return | 10.44% | 71.94%-61.5pp | 1293.02%-1282.6pp | 31.71%-21.3pp |
| Employer contribution / active EE | $2,247 | $2,068+8.7% | $3,262-31.1% | $2,471-9.0% |
| Participant deferral / active EE | $4,032 | $2,938+37.2% | $3,963+1.7% | $3,740+7.8% |
| Admin fee / account holder | $1,839 | $3,976-53.7% | $5,611-67.2% | $5,306-65.3% |