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 | $190,456 | $76,407+149.3% | $150,298+26.7% | $82,448+131.0% |
| Participation rate | 54.5% | 66.4%-11.9pp | 77.8%-23.2pp | 68.1%-13.5pp |
| Annual return | 19.54% | 39.99%-20.4pp | 62.79%-43.2pp | 41.64%-22.1pp |
| Employer contribution / active EE | $3,369 | $2,614+28.9% | $4,154-18.9% | $2,551+32.1% |
| Participant deferral / active EE | $4,376 | $3,214+36.1% | $5,453-19.8% | $4,139+5.7% |
| Admin fee / account holder | $4,042 | $6,352-36.4% | $14,116-71.4% | $7,234-44.1% |