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 | $128,962 | $89,355+44.3% | $141,162-8.6% | $72,985+76.7% |
| Participation rate | 62.2% | 75.1%-13.0pp | 82.5%-20.3pp | 69.5%-7.3pp |
| Annual return | 26.89% | 111.85%-85.0pp | 71.39%-44.5pp | 81.00%-54.1pp |
| Employer contribution / active EE | $764 | $3,114-75.5% | $4,735-83.9% | $2,440-68.7% |
| Participant deferral / active EE | $9,931 | $5,418+83.3% | $6,709+48.0% | $3,607+175.3% |
| Admin fee / account holder | $8,114 | $5,958+36.2% | $10,261-20.9% | $5,124+58.3% |