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 | $176,913 | $89,753+97.1% | $107,525+64.5% | $84,808+108.6% |
| Participation rate | 67.7% | 68.1%-0.3pp | 75.1%-7.3pp | 68.3%-0.6pp |
| Annual return | 19.91% | 29.48%-9.6pp | 181.32%-161.4pp | 40.90%-21.0pp |
| Employer contribution / active EE | $1,386 | $3,113-55.5% | $3,754-63.1% | $2,631-47.3% |
| Participant deferral / active EE | $4,995 | $4,056+23.2% | $5,116-2.4% | $4,212+18.6% |
| Admin fee / account holder | $50,127 | $7,222+594.1% | $8,919+462.0% | $7,344+582.6% |