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 | $85,773 | $48,046+78.5% | $84,611+1.4% | $72,985+17.5% |
| Participation rate | 54.4% | 57.6%-3.2pp | 68.2%-13.8pp | 69.5%-15.1pp |
| Annual return | 27.41% | 37.38%-10.0pp | 258.74%-231.3pp | 81.00%-53.6pp |
| Employer contribution / active EE | $2,198 | $1,602+37.2% | $2,652-17.1% | $2,440-9.9% |
| Participant deferral / active EE | $2,290 | $2,680-14.6% | $3,899-41.3% | $3,607-36.5% |
| Admin fee / account holder | $10,454 | $3,395+208.0% | $4,912+112.8% | $5,124+104.0% |