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 | $116,080 | $70,428+64.8% | $96,562+20.2% | $85,850+35.2% |
| Participation rate | 38.5% | 61.8%-23.3pp | 69.8%-31.4pp | 69.3%-30.9pp |
| Annual return | 12.96% | 18.59%-5.6pp | 37.78%-24.8pp | 318.53%-305.6pp |
| Employer contribution / active EE | $353 | $1,413-75.0% | $2,356-85.0% | $2,565-86.2% |
| Participant deferral / active EE | $2,092 | $2,894-27.7% | $3,849-45.6% | $3,952-47.1% |
| Admin fee / account holder | $582 | $4,997-88.4% | $6,181-90.6% | $6,260-90.7% |