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 | $115,848 | $60,892+90.3% | $82,389+40.6% | $84,808+36.6% |
| Participation rate | 61.3% | 63.3%-2.0pp | 69.5%-8.3pp | 68.3%-7.0pp |
| Annual return | 19.80% | 37.29%-17.5pp | 28.67%-8.9pp | 40.90%-21.1pp |
| Employer contribution / active EE | $3,012 | $1,779+69.3% | $2,517+19.7% | $2,631+14.5% |
| Participant deferral / active EE | $4,736 | $3,179+49.0% | $4,155+14.0% | $4,212+12.4% |
| Admin fee / account holder | $4,482 | $5,467-18.0% | $7,231-38.0% | $7,344-39.0% |