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 | $81,242 | $49,922+62.7% | $80,569+0.8% | $75,163+8.1% |
| Participation rate | 59.5% | 55.3%+4.2pp | 67.0%-7.5pp | 67.2%-7.7pp |
| Annual return | 18.39% | 34.69%-16.3pp | 935.43%-917.0pp | 160.62%-142.2pp |
| Employer contribution / active EE | $2,085 | $1,698+22.8% | $2,723-23.5% | $2,670-21.9% |
| Participant deferral / active EE | $3,711 | $2,990+24.1% | $4,447-16.5% | $4,125-10.0% |
| Admin fee / account holder | $3,020 | $3,577-15.6% | $5,377-43.8% | $5,651-46.6% |