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 | $126,876 | $99,079+28.1% | $77,999+62.7% | $273,961-53.7% |
| Participation rate | 69.2% | 78.6%-9.3pp | 75.5%-6.3pp | 83.0%-13.8pp |
| Annual return | 5.42% | 217.93%-212.5pp | 425.96%-420.5pp | 41.45%-36.0pp |
| Employer contribution / active EE | $2,207 | $3,308-33.3% | $2,470-10.7% | $4,869-54.7% |
| Participant deferral / active EE | $3,946 | $4,306-8.4% | $3,497+12.9% | $5,287-25.4% |
| Admin fee / account holder | $708 | $8,954-92.1% | $5,480-87.1% | $10,132-93.0% |