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 | $121,128 | $63,861+89.7% | $104,607+15.8% | $79,858+51.7% |
| Participation rate | 59.0% | 64.9%-5.9pp | 74.1%-15.1pp | 69.6%-10.7pp |
| Annual return | 16.02% | 21.30%-5.3pp | 340.46%-324.4pp | 31.71%-15.7pp |
| Employer contribution / active EE | $2,098 | $1,588+32.1% | $2,681-21.7% | $2,471-15.1% |
| Participant deferral / active EE | $5,362 | $2,693+99.1% | $3,740+43.4% | $3,740+43.4% |
| Admin fee / account holder | $664 | $4,185-84.1% | $6,473-89.7% | $5,306-87.5% |