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 | $101,636 | $77,634+30.9% | $156,549-35.1% | $62,891+61.6% |
| Participation rate | 63.6% | 71.2%-7.6pp | 84.0%-20.4pp | 69.3%-5.7pp |
| Annual return | 12.95% | 50.32%-37.4pp | 32.23%-19.3pp | 20.14%-7.2pp |
| Employer contribution / active EE | $1,318 | $3,444-61.7% | $5,501-76.0% | $2,281-42.2% |
| Participant deferral / active EE | $3,103 | $3,045+1.9% | $4,871-36.3% | $3,203-3.1% |
| Admin fee / account holder | $4,007 | $5,561-27.9% | $13,027-69.2% | $4,296-6.7% |