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 | $138,294 | $65,703+110.5% | $94,224+46.8% | $59,632+131.9% |
| Participation rate | 63.6% | 72.1%-8.5pp | 78.8%-15.1pp | 68.7%-5.0pp |
| Annual return | -1.15% | 5.22%-6.4pp | 10.68%-11.8pp | 2041.28%-2042.4pp |
| Employer contribution / active EE | $2,408 | $2,021+19.2% | $3,587-32.9% | $2,203+9.3% |
| Participant deferral / active EE | $5,009 | $3,143+59.4% | $4,320+15.9% | $3,192+56.9% |
| Admin fee / account holder | $5,004 | $4,264+17.4% | $6,269-20.2% | $4,297+16.5% |