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 | $101,931 | $56,053+81.8% | $75,972+34.2% | $80,856+26.1% |
| Participation rate | 62.9% | 62.0%+0.8pp | 69.1%-6.2pp | 67.6%-4.8pp |
| Annual return | 10.89% | 20.53%-9.6pp | 359.55%-348.7pp | 35.59%-24.7pp |
| Employer contribution / active EE | $2,252 | $1,874+20.2% | $2,685-16.1% | $2,755-18.3% |
| Participant deferral / active EE | $3,157 | $3,052+3.5% | $4,255-25.8% | $4,296-26.5% |
| Admin fee / account holder | $8,301 | $5,234+58.6% | $6,467+28.4% | $6,918+20.0% |