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 | $113,951 | $58,828+93.7% | $77,999+46.1% | $62,891+81.2% |
| Participation rate | 40.0% | 71.1%-31.1pp | 75.5%-35.5pp | 69.3%-29.3pp |
| Annual return | 6.39% | 17.16%-10.8pp | 425.96%-419.6pp | 20.14%-13.8pp |
| Employer contribution / active EE | $1,512 | $1,672-9.6% | $2,470-38.8% | $2,281-33.7% |
| Participant deferral / active EE | $3,618 | $2,686+34.7% | $3,497+3.5% | $3,203+13.0% |
| Admin fee / account holder | $369 | $4,393-91.6% | $5,480-93.3% | $4,296-91.4% |