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 | $77,334 | $89,355-13.5% | $141,162-45.2% | $72,985+6.0% |
| Participation rate | 60.3% | 75.1%-14.8pp | 82.5%-22.2pp | 69.5%-9.2pp |
| Annual return | 27.65% | 111.85%-84.2pp | 71.39%-43.7pp | 81.00%-53.4pp |
| Employer contribution / active EE | $5,175 | $3,114+66.2% | $4,735+9.3% | $2,440+112.1% |
| Participant deferral / active EE | $4,748 | $5,418-12.4% | $6,709-29.2% | $3,607+31.6% |
| Admin fee / account holder | $3,177 | $5,958-46.7% | $10,261-69.0% | $5,124-38.0% |