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 | $106,676 | $54,705+95.0% | $71,209+49.8% | $84,808+25.8% |
| Participation rate | 57.5% | 64.1%-6.6pp | 73.8%-16.3pp | 68.3%-10.8pp |
| Annual return | 15.50% | 35.90%-20.4pp | 282.51%-267.0pp | 40.90%-25.4pp |
| Employer contribution / active EE | $1,741 | $2,158-19.3% | $2,721-36.0% | $2,631-33.8% |
| Participant deferral / active EE | $3,633 | $3,030+19.9% | $4,175-13.0% | $4,212-13.7% |
| Admin fee / account holder | $5,523 | $4,863+13.6% | $5,349+3.3% | $7,344-24.8% |