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 | $113,208 | $56,897+99.0% | $84,750+33.6% | $62,891+80.0% |
| Participation rate | 65.7% | 68.5%-2.8pp | 76.6%-10.9pp | 69.3%-3.6pp |
| Annual return | 9.24% | 6.30%+2.9pp | 22.78%-13.5pp | 20.14%-10.9pp |
| Employer contribution / active EE | $2,697 | $2,400+12.4% | $3,574-24.6% | $2,281+18.2% |
| Participant deferral / active EE | $6,468 | $2,709+138.7% | $3,712+74.3% | $3,203+101.9% |
| Admin fee / account holder | $7,180 | $3,581+100.5% | $5,332+34.7% | $4,296+67.1% |