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 | $165,378 | $88,672+86.5% | $105,223+57.2% | $82,448+100.6% |
| Participation rate | 60.6% | 67.9%-7.3pp | 75.0%-14.4pp | 68.1%-7.5pp |
| Annual return | 14.99% | 30.86%-15.9pp | 180.65%-165.7pp | 41.64%-26.7pp |
| Employer contribution / active EE | $2,613 | $3,048-14.3% | $3,689-29.1% | $2,551+2.4% |
| Participant deferral / active EE | $6,261 | $4,036+55.1% | $5,072+23.4% | $4,139+51.2% |
| Admin fee / account holder | $7,133 | $7,146-0.2% | $8,859-19.5% | $7,234-1.4% |