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 | $164,807 | $91,552+80.0% | $133,956+23.0% | $79,858+106.4% |
| Participation rate | 69.4% | 73.3%-3.9pp | 79.8%-10.4pp | 69.6%-0.2pp |
| Annual return | 14.07% | 61.85%-47.8pp | 45.09%-31.0pp | 31.71%-17.6pp |
| Employer contribution / active EE | $1,989 | $2,384-16.5% | $3,919-49.2% | $2,471-19.5% |
| Participant deferral / active EE | $6,503 | $3,733+74.2% | $5,048+28.8% | $3,740+73.9% |
| Admin fee / account holder | $14,556 | $6,321+130.3% | $8,927+63.1% | $5,306+174.3% |