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 | $207,575 | $273,761-24.2% | $107,525+93.0% | - |
| Participation rate | 55.6% | 58.9%-3.3pp | 75.1%-19.5pp | - |
| Annual return | 12.03% | 16.25%-4.2pp | 181.32%-169.3pp | - |
| Employer contribution / active EE | $2,708 | $2,099+29.0% | $3,754-27.9% | - |
| Participant deferral / active EE | $4,382 | $3,884+12.8% | $5,116-14.3% | - |
| Admin fee / account holder | $25,227 | $22,208+13.6% | $8,919+182.9% | - |