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 | $152,152 | $78,422+94.0% | $95,952+58.6% | $79,858+90.5% |
| Participation rate | 61.5% | 73.5%-11.9pp | 77.1%-15.5pp | 69.6%-8.1pp |
| Annual return | 10.22% | 19.37%-9.2pp | 91.61%-81.4pp | 31.71%-21.5pp |
| Employer contribution / active EE | $2,656 | $1,945+36.5% | $2,541+4.5% | $2,471+7.5% |
| Participant deferral / active EE | $4,368 | $3,440+27.0% | $4,167+4.8% | $3,740+16.8% |
| Admin fee / account holder | $7,942 | $5,622+41.3% | $6,795+16.9% | $5,306+49.7% |