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 | $73,852 | $54,705+35.0% | $71,209+3.7% | $84,808-12.9% |
| Participation rate | 68.4% | 64.1%+4.3pp | 73.8%-5.4pp | 68.3%0pp |
| Annual return | 14.60% | 35.90%-21.3pp | 282.51%-267.9pp | 40.90%-26.3pp |
| Employer contribution / active EE | $3,652 | $2,158+69.2% | $2,721+34.2% | $2,631+38.8% |
| Participant deferral / active EE | $7,870 | $3,030+159.7% | $4,175+88.5% | $4,212+86.9% |
| Admin fee / account holder | $10,614 | $4,863+118.2% | $5,349+98.4% | $7,344+44.5% |