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 | $98,422 | $78,926+24.7% | $136,749-28.0% | $84,808+16.1% |
| Participation rate | 65.8% | 62.2%+3.6pp | 72.1%-6.4pp | 68.3%-2.5pp |
| Annual return | 13.53% | 18.17%-4.6pp | 24.33%-10.8pp | 40.90%-27.4pp |
| Employer contribution / active EE | $13,425 | $2,134+529.1% | $3,400+294.9% | $2,631+410.3% |
| Participant deferral / active EE | $1,772 | $3,168-44.1% | $4,692-62.2% | $4,212-57.9% |
| Admin fee / account holder | $36,122 | $6,369+467.1% | $11,386+217.2% | $7,344+391.9% |