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 | $106,937 | $71,050+50.5% | $93,606+14.2% | $80,856+32.3% |
| Participation rate | 67.6% | 60.4%+7.2pp | 68.7%-1.1pp | 67.6%0pp |
| Annual return | 12.93% | 11.26%+1.7pp | 133.20%-120.3pp | 35.59%-22.7pp |
| Employer contribution / active EE | $2,139 | $1,564+36.8% | $2,420-11.6% | $2,755-22.3% |
| Participant deferral / active EE | $5,258 | $4,034+30.4% | $4,411+19.2% | $4,296+22.4% |
| Admin fee / account holder | $2,638 | $6,945-62.0% | $8,285-68.2% | $6,918-61.9% |