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 | $114,692 | $67,894+68.9% | $89,340+28.4% | $82,448+39.1% |
| Participation rate | 52.0% | 64.0%-12.0pp | 69.6%-17.6pp | 68.1%-16.1pp |
| Annual return | 19.64% | 19.21%+0.4pp | 20.57%-0.9pp | 41.64%-22.0pp |
| Employer contribution / active EE | $3,069 | $1,828+67.9% | $2,231+37.6% | $2,551+20.3% |
| Participant deferral / active EE | $5,582 | $3,072+81.7% | $3,823+46.0% | $4,139+34.9% |
| Admin fee / account holder | $1,503 | $5,723-73.7% | $6,704-77.6% | $7,234-79.2% |