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 | $137,469 | $63,861+115.3% | $104,607+31.4% | $79,858+72.1% |
| Participation rate | 53.3% | 64.9%-11.6pp | 74.1%-20.7pp | 69.6%-16.3pp |
| Annual return | 18.45% | 21.30%-2.9pp | 340.46%-322.0pp | 31.71%-13.3pp |
| Employer contribution / active EE | $912 | $1,588-42.6% | $2,681-66.0% | $2,471-63.1% |
| Participant deferral / active EE | $2,884 | $2,693+7.1% | $3,740-22.9% | $3,740-22.9% |
| Admin fee / account holder | $48,692 | $4,185+1063.5% | $6,473+652.2% | $5,306+817.6% |