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 | $134,420 | $74,927+79.4% | $101,794+32.1% | $84,808+58.5% |
| Participation rate | 65.2% | 61.4%+3.8pp | 69.2%-4.0pp | 68.3%-3.1pp |
| Annual return | 24.99% | 18.70%+6.3pp | 30.53%-5.5pp | 40.90%-15.9pp |
| Employer contribution / active EE | $4,818 | $1,522+216.6% | $2,289+110.5% | $2,631+83.1% |
| Participant deferral / active EE | $6,961 | $3,099+124.6% | $4,084+70.4% | $4,212+65.3% |
| Admin fee / account holder | $2,387 | $6,514-63.3% | $8,777-72.8% | $7,344-67.5% |