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 | $89,763 | $56,053+60.1% | $75,972+18.2% | $80,856+11.0% |
| Participation rate | 62.2% | 62.0%+0.1pp | 69.1%-6.9pp | 67.6%-5.5pp |
| Annual return | 16.47% | 20.53%-4.1pp | 359.55%-343.1pp | 35.59%-19.1pp |
| Employer contribution / active EE | $2,965 | $1,874+58.2% | $2,685+10.4% | $2,755+7.6% |
| Participant deferral / active EE | $5,857 | $3,052+91.9% | $4,255+37.6% | $4,296+36.3% |
| Admin fee / account holder | $9,399 | $5,234+79.6% | $6,467+45.3% | $6,918+35.9% |