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 | $123,290 | $60,124+105.1% | $90,404+36.4% | $79,858+54.4% |
| Participation rate | 60.6% | 65.0%-4.4pp | 72.7%-12.1pp | 69.6%-9.0pp |
| Annual return | 16.40% | 71.94%-55.5pp | 1293.02%-1276.6pp | 31.71%-15.3pp |
| Employer contribution / active EE | $1,452 | $2,068-29.8% | $3,262-55.5% | $2,471-41.2% |
| Participant deferral / active EE | $2,231 | $2,938-24.1% | $3,963-43.7% | $3,740-40.3% |
| Admin fee / account holder | $4,128 | $3,976+3.8% | $5,611-26.4% | $5,306-22.2% |