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 | $150,088 | $74,927+100.3% | $101,794+47.4% | $84,808+77.0% |
| Participation rate | 67.7% | 61.4%+6.3pp | 69.2%-1.4pp | 68.3%-0.6pp |
| Annual return | 15.19% | 18.70%-3.5pp | 30.53%-15.3pp | 40.90%-25.7pp |
| Employer contribution / active EE | $1,968 | $1,522+29.3% | $2,289-14.0% | $2,631-25.2% |
| Participant deferral / active EE | $6,173 | $3,099+99.2% | $4,084+51.1% | $4,212+46.6% |
| Admin fee / account holder | $21,526 | $6,514+230.5% | $8,777+145.3% | $7,344+193.1% |