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 | $117,256 | $83,902+39.8% | $167,512-30.0% | $84,808+38.3% |
| Participation rate | 65.0% | 66.5%-1.5pp | 77.1%-12.1pp | 68.3%-3.3pp |
| Annual return | 174.91% | 91.55%+83.4pp | 1615.79%-1440.9pp | 40.90%+134.0pp |
| Employer contribution / active EE | $2,896 | $2,264+27.9% | $3,882-25.4% | $2,631+10.1% |
| Participant deferral / active EE | $4,987 | $4,442+12.3% | $6,405-22.1% | $4,212+18.4% |
| Admin fee / account holder | $3,669 | $7,915-53.6% | $9,769-62.4% | $7,344-50.0% |