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 | $146,731 | $96,635+51.8% | $86,612+69.4% | $139,434+5.2% |
| Participation rate | 62.5% | 74.4%-11.9pp | 71.7%-9.2pp | 80.3%-17.8pp |
| Annual return | 24.15% | 106.41%-82.3pp | 591.07%-566.9pp | 372.94%-348.8pp |
| Employer contribution / active EE | $4,422 | $3,263+35.5% | $3,022+46.3% | $4,751-6.9% |
| Participant deferral / active EE | $9,109 | $4,836+88.3% | $4,438+105.3% | $6,710+35.7% |
| Admin fee / account holder | $5,806 | $6,408-9.4% | $5,614+3.4% | $11,403-49.1% |