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 | $126,903 | $71,050+78.6% | $93,606+35.6% | $80,856+56.9% |
| Participation rate | 67.9% | 60.4%+7.4pp | 68.7%-0.9pp | 67.6%+0.2pp |
| Annual return | 15.85% | 11.26%+4.6pp | 133.20%-117.3pp | 35.59%-19.7pp |
| Employer contribution / active EE | $1,877 | $1,564+20.0% | $2,420-22.4% | $2,755-31.9% |
| Participant deferral / active EE | $3,139 | $4,034-22.2% | $4,411-28.8% | $4,296-26.9% |
| Admin fee / account holder | $16,672 | $6,945+140.1% | $8,285+101.2% | $6,918+141.0% |