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 | $120,993 | $70,428+71.8% | $96,562+25.3% | $85,850+40.9% |
| Participation rate | 68.8% | 61.8%+6.9pp | 69.8%-1.1pp | 69.3%-0.6pp |
| Annual return | 17.63% | 18.59%-1.0pp | 37.78%-20.1pp | 318.53%-300.9pp |
| Employer contribution / active EE | $1,744 | $1,413+23.4% | $2,356-26.0% | $2,565-32.0% |
| Participant deferral / active EE | $5,438 | $2,894+87.9% | $3,849+41.3% | $3,952+37.6% |
| Admin fee / account holder | $2,295 | $4,997-54.1% | $6,181-62.9% | $6,260-63.3% |