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 | $85,566 | $55,371+54.5% | $95,585-10.5% | $74,304+15.2% |
| Participation rate | 61.1% | 53.8%+7.3pp | 72.1%-11.0pp | 60.3%+0.7pp |
| Annual return | 17.91% | 24.26%-6.4pp | 38.56%-20.6pp | 29.43%-11.5pp |
| Employer contribution / active EE | $1,945 | $1,437+35.4% | $2,527-23.0% | $2,241-13.2% |
| Participant deferral / active EE | $3,917 | $2,955+32.6% | $4,023-2.6% | $3,767+4.0% |
| Admin fee / account holder | $7,620 | $2,620+190.8% | $6,127+24.4% | $2,969+156.7% |