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 | $127,996 | $83,477+53.3% | $125,175+2.3% | $72,985+75.4% |
| Participation rate | 63.3% | 73.3%-10.0pp | 79.8%-16.4pp | 69.5%-6.2pp |
| Annual return | 19.43% | 25.78%-6.4pp | 43.79%-24.4pp | 81.00%-61.6pp |
| Employer contribution / active EE | $2,448 | $2,345+4.4% | $3,865-36.7% | $2,440+0.3% |
| Participant deferral / active EE | $5,939 | $3,585+65.6% | $4,937+20.3% | $3,607+64.6% |
| Admin fee / account holder | $17,999 | $5,517+226.2% | $9,702+85.5% | $5,124+251.2% |