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 | $121,853 | $80,724+51.0% | $103,333+17.9% | $74,495+63.6% |
| Participation rate | 67.9% | 65.7%+2.2pp | 74.5%-6.6pp | 67.2%+0.7pp |
| Annual return | 12.96% | 27.56%-14.6pp | 24.88%-11.9pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $2,936 | $3,157-7.0% | $3,868-24.1% | $2,623+11.9% |
| Participant deferral / active EE | $4,788 | $3,860+24.0% | $5,057-5.3% | $4,346+10.2% |
| Admin fee / account holder | $4,908 | $2,368+107.3% | $8,355-41.3% | $1,942+152.8% |