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 | $161,896 | $74,927+116.1% | $101,794+59.0% | $84,808+90.9% |
| Participation rate | 47.8% | 61.4%-13.6pp | 69.2%-21.4pp | 68.3%-20.5pp |
| Annual return | 16.99% | 18.70%-1.7pp | 30.53%-13.5pp | 40.90%-23.9pp |
| Employer contribution / active EE | $2,032 | $1,522+33.5% | $2,289-11.2% | $2,631-22.8% |
| Participant deferral / active EE | $4,203 | $3,099+35.6% | $4,084+2.9% | $4,212-0.2% |
| Admin fee / account holder | $6,868 | $6,514+5.4% | $8,777-21.8% | $7,344-6.5% |