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 | $98,999 | $43,327+128.5% | $59,878+65.3% | $64,186+54.2% |
| Participation rate | 49.4% | 69.2%-19.7pp | 74.7%-25.3pp | 69.6%-20.1pp |
| Annual return | 9.23% | -1.55%+10.8pp | 3.46%+5.8pp | 7.63%+1.6pp |
| Employer contribution / active EE | $2,880 | $2,028+42.0% | $2,722+5.8% | $2,381+21.0% |
| Participant deferral / active EE | $2,934 | $2,546+15.2% | $3,402-13.8% | $3,470-15.4% |
| Admin fee / account holder | $1,271 | $3,005-57.7% | $3,590-64.6% | $4,888-74.0% |