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 | $26,102 | $47,848-45.4% | $81,478-68.0% | $70,131-62.8% |
| Participation rate | 61.4% | 58.3%+3.2pp | 68.0%-6.5pp | 69.5%-8.1pp |
| Annual return | 74.55% | 27.25%+47.3pp | 38.78%+35.8pp | 73.14%+1.4pp |
| Employer contribution / active EE | $2,074 | $1,527+35.8% | $2,568-19.2% | $2,342-11.5% |
| Participant deferral / active EE | $4,634 | $2,453+88.9% | $3,537+31.0% | $3,332+39.1% |
| Admin fee / account holder | $1,973 | $3,145-37.3% | $4,561-56.7% | $4,645-57.5% |