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 | $186,090 | $78,422+137.3% | $95,952+93.9% | $79,858+133.0% |
| Participation rate | 66.7% | 73.5%-6.8pp | 77.1%-10.4pp | 69.6%-3.0pp |
| Annual return | 17.95% | 19.37%-1.4pp | 91.61%-73.7pp | 31.71%-13.8pp |
| Employer contribution / active EE | $4,058 | $1,945+108.6% | $2,541+59.7% | $2,471+64.2% |
| Participant deferral / active EE | $6,890 | $3,440+100.3% | $4,167+65.4% | $3,740+84.2% |
| Admin fee / account holder | $2,231 | $5,622-60.3% | $6,795-67.2% | $5,306-58.0% |