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 | $96,029 | $65,041+47.6% | $90,951+5.6% | $79,858+20.3% |
| Participation rate | 69.9% | 61.6%+8.3pp | 69.0%+0.9pp | 69.6%+0.2pp |
| Annual return | 15.51% | 30.45%-14.9pp | 134.60%-119.1pp | 31.71%-16.2pp |
| Employer contribution / active EE | $274 | $1,247-78.0% | $2,122-87.1% | $2,471-88.9% |
| Participant deferral / active EE | $5,104 | $2,512+103.2% | $3,373+51.3% | $3,740+36.5% |
| Admin fee / account holder | $2,113 | $4,536-53.4% | $5,959-64.5% | $5,306-60.2% |