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 | $150,764 | $89,753+68.0% | $107,525+40.2% | $84,808+77.8% |
| Participation rate | 67.6% | 68.1%-0.5pp | 75.1%-7.5pp | 68.3%-0.7pp |
| Annual return | 13.85% | 29.48%-15.6pp | 181.32%-167.5pp | 40.90%-27.0pp |
| Employer contribution / active EE | $1,012 | $3,113-67.5% | $3,754-73.0% | $2,631-61.5% |
| Participant deferral / active EE | $6,222 | $4,056+53.4% | $5,116+21.6% | $4,212+47.7% |
| Admin fee / account holder | $9,555 | $7,222+32.3% | $8,919+7.1% | $7,344+30.1% |