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 | $98,042 | $65,561+49.5% | $86,188+13.8% | $75,163+30.4% |
| Participation rate | 65.9% | 60.5%+5.4pp | 69.0%-3.1pp | 67.2%-1.3pp |
| Annual return | 16.01% | 46.05%-30.0pp | 1168.45%-1152.4pp | 160.62%-144.6pp |
| Employer contribution / active EE | $2,181 | $1,553+40.4% | $2,380-8.4% | $2,670-18.3% |
| Participant deferral / active EE | $4,792 | $3,024+58.5% | $3,985+20.2% | $4,125+16.2% |
| Admin fee / account holder | $6,319 | $5,474+15.4% | $6,852-7.8% | $5,651+11.8% |