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 | $169,959 | $102,616+65.6% | $81,983+107.3% | $158,922+6.9% |
| Participation rate | 63.2% | 75.5%-12.4pp | 69.2%-6.1pp | 82.0%-18.8pp |
| Annual return | 20.29% | 61.04%-40.8pp | 41.31%-21.0pp | 302.83%-282.5pp |
| Employer contribution / active EE | $1,425 | $3,240-56.0% | $2,498-43.0% | $4,761-70.1% |
| Participant deferral / active EE | $4,922 | $4,648+5.9% | $3,722+32.2% | $5,982-17.7% |
| Admin fee / account holder | $350 | $8,235-95.7% | $5,664-93.8% | $11,246-96.9% |