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 | $168,452 | $99,985+68.5% | $146,665+14.9% | $85,850+96.2% |
| Participation rate | 63.9% | 73.1%-9.2pp | 80.1%-16.2pp | 69.3%-5.4pp |
| Annual return | 13.87% | 18.93%-5.1pp | 22.74%-8.9pp | 318.53%-304.7pp |
| Employer contribution / active EE | $1,434 | $2,559-43.9% | $4,136-65.3% | $2,565-44.1% |
| Participant deferral / active EE | $6,041 | $4,006+50.8% | $5,506+9.7% | $3,952+52.9% |
| Admin fee / account holder | $46,231 | $7,702+500.2% | $10,280+349.7% | $6,260+638.5% |