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 | $81,278 | $103,949-21.8% | $69,182+17.5% | $273,961-70.3% |
| Participation rate | 37.5% | 67.4%-29.9pp | 55.1%-17.6pp | 83.0%-45.5pp |
| Annual return | 7.91% | 35.28%-27.4pp | -21.93%+29.8pp | 41.45%-33.5pp |
| Employer contribution / active EE | $3,602 | $1,783+102.0% | $1,206+198.6% | $4,869-26.0% |
| Participant deferral / active EE | $4,816 | $2,716+77.3% | $1,897+153.9% | $5,287-8.9% |
| Admin fee / account holder | $12,793 | $3,671+248.5% | $2,697+374.4% | $10,132+26.3% |