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 | $146,409 | $69,977+109.2% | $108,579+34.8% | $62,891+132.8% |
| Participation rate | 68.8% | 72.9%-4.1pp | 79.6%-10.8pp | 69.3%-0.6pp |
| Annual return | 6.20% | 10.73%-4.5pp | -51.70%+57.9pp | 20.14%-13.9pp |
| Employer contribution / active EE | $3,111 | $2,135+45.7% | $3,758-17.2% | $2,281+36.4% |
| Participant deferral / active EE | $4,782 | $3,165+51.1% | $4,311+10.9% | $3,203+49.3% |
| Admin fee / account holder | $17,341 | $5,076+241.6% | $7,645+126.8% | $4,296+303.7% |