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 | $154,726 | $106,890+44.8% | $84,015+84.2% | $152,861+1.2% |
| Participation rate | 55.0% | 75.2%-20.2pp | 69.0%-14.0pp | 82.4%-27.4pp |
| Annual return | 9.53% | 104.99%-95.5pp | 71.31%-61.8pp | 345.32%-335.8pp |
| Employer contribution / active EE | $1,096 | $2,734-59.9% | $1,983-44.7% | $4,762-77.0% |
| Participant deferral / active EE | $4,297 | $4,011+7.1% | $3,239+32.7% | $5,850-26.6% |
| Admin fee / account holder | $6,956 | $8,285-16.0% | $6,101+14.0% | $11,596-40.0% |