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 | $85,944 | $63,346+35.7% | $92,233-6.8% | $70,131+22.5% |
| Participation rate | 63.0% | 68.7%-5.7pp | 76.5%-13.5pp | 69.5%-6.6pp |
| Annual return | 22.94% | 530.12%-507.2pp | 176.28%-153.3pp | 73.14%-50.2pp |
| Employer contribution / active EE | $1,328 | $2,471-46.3% | $3,679-63.9% | $2,342-43.3% |
| Participant deferral / active EE | $3,612 | $2,854+26.6% | $3,897-7.3% | $3,332+8.4% |
| Admin fee / account holder | $1,958 | $3,840-49.0% | $5,194-62.3% | $4,645-57.8% |