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 | $119,726 | $63,764+87.8% | $81,930+46.1% | $79,858+49.9% |
| Participation rate | 20.4% | 67.5%-47.1pp | 72.0%-51.6pp | 69.6%-49.2pp |
| Annual return | 27.42% | 22.66%+4.8pp | 29.49%-2.1pp | 31.71%-4.3pp |
| Employer contribution / active EE | $1,028 | $1,795-42.7% | $4,310-76.1% | $2,471-58.4% |
| Participant deferral / active EE | $1,974 | $2,780-29.0% | $7,107-72.2% | $3,740-47.2% |
| Admin fee / account holder | $2,313 | $4,426-47.7% | $5,158-55.1% | $5,306-56.4% |