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 | $112,203 | $78,422+43.1% | $95,952+16.9% | $79,858+40.5% |
| Participation rate | 39.6% | 73.5%-33.9pp | 77.1%-37.5pp | 69.6%-30.0pp |
| Annual return | 26.01% | 19.37%+6.6pp | 91.61%-65.6pp | 31.71%-5.7pp |
| Employer contribution / active EE | $1,849 | $1,945-5.0% | $2,541-27.3% | $2,471-25.2% |
| Participant deferral / active EE | $5,495 | $3,440+59.8% | $4,167+31.9% | $3,740+46.9% |
| Admin fee / account holder | $3,493 | $5,622-37.9% | $6,795-48.6% | $5,306-34.2% |