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 | $181,100 | $102,317+77.0% | $146,958+23.2% | $80,856+124.0% |
| Participation rate | 68.0% | 75.8%-7.8pp | 82.2%-14.2pp | 67.6%+0.4pp |
| Annual return | 15.65% | 134.76%-119.1pp | 418.34%-402.7pp | 35.59%-19.9pp |
| Employer contribution / active EE | $3,963 | $3,713+6.7% | $4,933-19.7% | $2,755+43.9% |
| Participant deferral / active EE | $7,579 | $6,644+14.1% | $8,070-6.1% | $4,296+76.4% |
| Admin fee / account holder | $5,264 | $7,941-33.7% | $12,998-59.5% | $6,918-23.9% |