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 | $115,080 | $65,246+76.4% | $98,716+16.6% | $67,986+69.3% |
| Participation rate | 49.1% | 51.4%-2.3pp | 69.3%-20.2pp | 57.2%-8.1pp |
| Annual return | 15.92% | 20.58%-4.7pp | 31.81%-15.9pp | 31.67%-15.7pp |
| Employer contribution / active EE | $632 | $1,042-39.4% | $2,279-72.3% | $2,019-68.7% |
| Participant deferral / active EE | $4,734 | $2,594+82.5% | $4,048+16.9% | $3,358+41.0% |
| Admin fee / account holder | $1,717 | $4,561-62.4% | $8,703-80.3% | $3,203-46.4% |