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 | $112,360 | $49,173+128.5% | $121,098-7.2% | $75,163+49.5% |
| Participation rate | 56.1% | 55.4%+0.7pp | 69.5%-13.4pp | 67.2%-11.1pp |
| Annual return | 16.00% | 55.99%-40.0pp | 985.75%-969.7pp | 160.62%-144.6pp |
| Employer contribution / active EE | $1,750 | $1,546+13.3% | $4,164-58.0% | $2,670-34.4% |
| Participant deferral / active EE | $3,183 | $2,628+21.1% | $4,080-22.0% | $4,125-22.8% |
| Admin fee / account holder | $2,808 | $3,942-28.8% | $5,644-50.3% | $5,651-50.3% |