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 | $142,021 | $93,571+51.8% | $135,903+4.5% | $75,163+88.9% |
| Participation rate | 60.6% | 75.2%-14.6pp | 81.9%-21.3pp | 67.2%-6.6pp |
| Annual return | 20.10% | 30.90%-10.8pp | 68.23%-48.1pp | 160.62%-140.5pp |
| Employer contribution / active EE | $3,917 | $3,537+10.7% | $4,856-19.3% | $2,670+46.7% |
| Participant deferral / active EE | $7,924 | $6,404+23.7% | $7,758+2.1% | $4,125+92.1% |
| Admin fee / account holder | $2,359 | $6,975-66.2% | $10,762-78.1% | $5,651-58.3% |