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 | $154,500 | $76,552+101.8% | $123,892+24.7% | $62,891+145.7% |
| Participation rate | 69.4% | 73.0%-3.6pp | 81.4%-12.1pp | 69.3%0pp |
| Annual return | 8.94% | 18.68%-9.7pp | 47.52%-38.6pp | 20.14%-11.2pp |
| Employer contribution / active EE | $1,016 | $2,883-64.7% | $4,617-78.0% | $2,281-55.4% |
| Participant deferral / active EE | $6,772 | $4,840+39.9% | $5,984+13.2% | $3,203+111.4% |
| Admin fee / account holder | $6,974 | $4,826+44.5% | $8,357-16.5% | $4,296+62.4% |