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 | $164,966 | $39,019+322.8% | $80,716+104.4% | $85,850+92.2% |
| Participation rate | 43.5% | 41.5%+2.0pp | 54.2%-10.6pp | 69.3%-25.8pp |
| Annual return | 12.96% | 26.27%-13.3pp | 87.28%-74.3pp | 318.53%-305.6pp |
| Employer contribution / active EE | $827 | $722+14.5% | $1,160-28.8% | $2,565-67.8% |
| Participant deferral / active EE | $1,054 | $1,326-20.5% | $2,146-50.9% | $3,952-73.3% |
| Admin fee / account holder | $45,347 | $2,431+1765.5% | $3,380+1241.7% | $6,260+624.4% |