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 9-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 | $55,218 | $48,230+14.5% | $67,502-18.2% | $80,856-31.7% |
| Participation rate | 38.0% | 66.4%-28.4pp | 72.9%-34.9pp | 67.6%-29.6pp |
| Annual return | 68.93% | 18.28%+50.7pp | 3512.12%-3443.2pp | 35.59%+33.3pp |
| Employer contribution / active EE | $7,123 | $2,020+252.7% | $2,731+160.8% | $2,755+158.6% |
| Participant deferral / active EE | $2,453 | $2,924-16.1% | $4,000-38.7% | $4,296-42.9% |
| Admin fee / account holder | $3,051 | $3,681-17.1% | $3,998-23.7% | $6,918-55.9% |