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 | $85,180 | $45,035+89.1% | $62,995+35.2% | $70,131+21.5% |
| Participation rate | 53.3% | 69.5%-16.2pp | 74.8%-21.5pp | 69.5%-16.2pp |
| Annual return | 13.72% | 18.76%-5.0pp | 87.57%-73.8pp | 73.14%-59.4pp |
| Employer contribution / active EE | $1,301 | $2,051-36.6% | $2,759-52.8% | $2,342-44.5% |
| Participant deferral / active EE | $2,590 | $2,465+5.1% | $3,329-22.2% | $3,332-22.3% |
| Admin fee / account holder | $35,628 | $2,834+1157.0% | $3,600+889.7% | $4,645+667.0% |