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 | $118,700 | $76,670+54.8% | $96,683+22.8% | $71,457+66.1% |
| Participation rate | 68.8% | 66.6%+2.2pp | 74.3%-5.5pp | 67.9%+0.9pp |
| Annual return | 18.52% | 48.29%-29.8pp | 35.69%-17.2pp | 28.85%-10.3pp |
| Employer contribution / active EE | $1,827 | $3,031-39.7% | $3,737-51.1% | $2,588-29.4% |
| Participant deferral / active EE | $7,197 | $3,771+90.8% | $4,878+47.5% | $4,289+67.8% |
| Admin fee / account holder | $7,121 | $2,028+251.1% | $6,730+5.8% | $1,587+348.6% |