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 | $147,777 | $135,952+8.7% | $123,892+19.3% | $273,961-46.1% |
| Participation rate | 54.5% | 84.1%-29.5pp | 81.4%-26.9pp | 83.0%-28.5pp |
| Annual return | 6.44% | 56.63%-50.2pp | 47.52%-41.1pp | 41.45%-35.0pp |
| Employer contribution / active EE | $1,639 | $5,170-68.3% | $4,617-64.5% | $4,869-66.3% |
| Participant deferral / active EE | $4,886 | $6,343-23.0% | $5,984-18.3% | $5,287-7.6% |
| Admin fee / account holder | $3,703 | $9,817-62.3% | $8,357-55.7% | $10,132-63.5% |