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 | $99,046 | $63,346+56.4% | $92,233+7.4% | $70,131+41.2% |
| Participation rate | 56.1% | 68.7%-12.6pp | 76.5%-20.4pp | 69.5%-13.4pp |
| Annual return | 18.23% | 530.12%-511.9pp | 176.28%-158.1pp | 73.14%-54.9pp |
| Employer contribution / active EE | $2,348 | $2,471-5.0% | $3,679-36.2% | $2,342+0.2% |
| Participant deferral / active EE | $5,537 | $2,854+94.0% | $3,897+42.1% | $3,332+66.2% |
| Admin fee / account holder | $7,344 | $3,840+91.2% | $5,194+41.4% | $4,645+58.1% |