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 | $135,949 | $68,547+98.3% | $120,354+13.0% | $80,856+68.1% |
| Participation rate | 50.8% | 61.6%-10.8pp | 71.9%-21.1pp | 67.6%-16.9pp |
| Annual return | 24.25% | 23.60%+0.6pp | 107.15%-82.9pp | 35.59%-11.3pp |
| Employer contribution / active EE | $1,615 | $2,051-21.3% | $3,463-53.3% | $2,755-41.4% |
| Participant deferral / active EE | $1,503 | $3,173-52.6% | $4,991-69.9% | $4,296-65.0% |
| Admin fee / account holder | $12,281 | $5,732+114.3% | $9,423+30.3% | $6,918+77.5% |