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 | $132,521 | $81,248+63.1% | $155,509-14.8% | $80,856+63.9% |
| Participation rate | 39.3% | 66.2%-26.9pp | 78.2%-38.8pp | 67.6%-28.3pp |
| Annual return | 15.57% | 33.31%-17.7pp | 64.67%-49.1pp | 35.59%-20.0pp |
| Employer contribution / active EE | $1,767 | $3,100-43.0% | $4,672-62.2% | $2,755-35.9% |
| Participant deferral / active EE | $4,531 | $3,452+31.3% | $5,626-19.5% | $4,296+5.5% |
| Admin fee / account holder | $25,652 | $7,997+220.8% | $15,912+61.2% | $6,918+270.8% |