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 | $93,336 | $56,897+64.0% | $84,750+10.1% | $62,891+48.4% |
| Participation rate | 43.1% | 68.5%-25.5pp | 76.6%-33.5pp | 69.3%-26.2pp |
| Annual return | 7.57% | 6.30%+1.3pp | 22.78%-15.2pp | 20.14%-12.6pp |
| Employer contribution / active EE | $1,020 | $2,400-57.5% | $3,574-71.5% | $2,281-55.3% |
| Participant deferral / active EE | $2,332 | $2,709-13.9% | $3,712-37.2% | $3,203-27.2% |
| Admin fee / account holder | $2,054 | $3,581-42.6% | $5,332-61.5% | $4,296-52.2% |