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 | $157,642 | $109,881+43.5% | $150,045+5.1% | $84,808+85.9% |
| Participation rate | 63.0% | 76.1%-13.1pp | 82.3%-19.3pp | 68.3%-5.3pp |
| Annual return | 17.68% | 28.25%-10.6pp | 62.55%-44.9pp | 40.90%-23.2pp |
| Employer contribution / active EE | $2,749 | $3,561-22.8% | $4,693-41.4% | $2,631+4.5% |
| Participant deferral / active EE | $6,508 | $6,636-1.9% | $7,997-18.6% | $4,212+54.5% |
| Admin fee / account holder | $4,787 | $8,568-44.1% | $13,435-64.4% | $7,344-34.8% |