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 | $109,668 | $62,586+75.2% | $76,768+42.9% | $64,186+70.9% |
| Participation rate | 58.5% | 72.8%-14.3pp | 77.0%-18.5pp | 69.6%-11.1pp |
| Annual return | 4.04% | -1.95%+6.0pp | 2.43%+1.6pp | 7.63%-3.6pp |
| Employer contribution / active EE | $1,321 | $1,832-27.9% | $2,485-46.9% | $2,381-44.5% |
| Participant deferral / active EE | $4,501 | $3,145+43.1% | $3,852+16.9% | $3,470+29.7% |
| Admin fee / account holder | $12,386 | $4,667+165.4% | $6,675+85.6% | $4,888+153.4% |