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 | $133,024 | $71,050+87.2% | $93,606+42.1% | $80,856+64.5% |
| Participation rate | 58.3% | 60.4%-2.1pp | 68.7%-10.4pp | 67.6%-9.3pp |
| Annual return | 11.76% | 11.26%+0.5pp | 133.20%-121.4pp | 35.59%-23.8pp |
| Employer contribution / active EE | $1,980 | $1,564+26.6% | $2,420-18.2% | $2,755-28.1% |
| Participant deferral / active EE | $6,983 | $4,034+73.1% | $4,411+58.3% | $4,296+62.6% |
| Admin fee / account holder | $18,588 | $6,945+167.7% | $8,285+124.4% | $6,918+168.7% |