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 | $116,636 | $89,753+30.0% | $107,525+8.5% | $84,808+37.5% |
| Participation rate | 52.0% | 68.1%-16.1pp | 75.1%-23.1pp | 68.3%-16.3pp |
| Annual return | 16.84% | 29.48%-12.6pp | 181.32%-164.5pp | 40.90%-24.1pp |
| Employer contribution / active EE | $1,814 | $3,113-41.8% | $3,754-51.7% | $2,631-31.1% |
| Participant deferral / active EE | $6,002 | $4,056+48.0% | $5,116+17.3% | $4,212+42.5% |
| Admin fee / account holder | $1,095 | $7,222-84.8% | $8,919-87.7% | $7,344-85.1% |