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 | $135,179 | $115,814+16.7% | $105,223+28.5% | - |
| Participation rate | 53.5% | 57.0%-3.5pp | 75.0%-21.5pp | - |
| Annual return | 15.29% | 16.00%-0.7pp | 180.65%-165.4pp | - |
| Employer contribution / active EE | $2,143 | $2,099+2.1% | $3,689-41.9% | - |
| Participant deferral / active EE | $4,288 | $3,710+15.6% | $5,072-15.5% | - |
| Admin fee / account holder | $25,146 | $7,174+250.5% | $8,859+183.9% | - |