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 | $87,002 | $60,349+44.2% | $74,183+17.3% | $62,891+38.3% |
| Participation rate | 63.3% | 72.7%-9.4pp | 76.6%-13.3pp | 69.3%-6.0pp |
| Annual return | 4.86% | 21.37%-16.5pp | 17.74%-12.9pp | 20.14%-15.3pp |
| Employer contribution / active EE | $4,097 | $1,680+143.9% | $2,370+72.9% | $2,281+79.6% |
| Participant deferral / active EE | $4,097 | $2,856+43.5% | $3,550+15.4% | $3,203+27.9% |
| Admin fee / account holder | $4,440 | $4,261+4.2% | $5,586-20.5% | $4,296+3.4% |