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 | $62,390 | $49,915+25.0% | $154,803-59.7% | $74,304-16.0% |
| Participation rate | 59.0% | 54.0%+5.0pp | 78.1%-19.1pp | 60.3%-1.3pp |
| Annual return | 13.46% | 34.06%-20.6pp | 58.88%-45.4pp | 29.43%-16.0pp |
| Employer contribution / active EE | $1,089 | $1,611-32.4% | $4,305-74.7% | $2,241-51.4% |
| Participant deferral / active EE | $2,530 | $2,255+12.2% | $5,540-54.3% | $3,767-32.8% |
| Admin fee / account holder | $2,466 | $2,189+12.7% | $14,329-82.8% | $2,969-16.9% |