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 | $100,621 | $77,634+29.6% | $156,549-35.7% | $62,891+60.0% |
| Participation rate | 59.7% | 71.2%-11.5pp | 84.0%-24.3pp | 69.3%-9.6pp |
| Annual return | 8.72% | 50.32%-41.6pp | 32.23%-23.5pp | 20.14%-11.4pp |
| Employer contribution / active EE | $5,111 | $3,444+48.4% | $5,501-7.1% | $2,281+124.1% |
| Participant deferral / active EE | $3,337 | $3,045+9.6% | $4,871-31.5% | $3,203+4.2% |
| Admin fee / account holder | $24,326 | $5,561+337.4% | $13,027+86.7% | $4,296+466.3% |