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 | $181,703 | $112,881+61.0% | $90,951+99.8% | $158,922+14.3% |
| Participation rate | 66.7% | 74.7%-8.1pp | 69.0%-2.3pp | 82.0%-15.3pp |
| Annual return | 12.46% | 215.79%-203.3pp | 134.60%-122.1pp | 302.83%-290.4pp |
| Employer contribution / active EE | $517 | $2,893-82.1% | $2,122-75.6% | $4,761-89.1% |
| Participant deferral / active EE | $5,634 | $4,128+36.5% | $3,373+67.0% | $5,982-5.8% |
| Admin fee / account holder | $1,367 | $8,041-83.0% | $5,959-77.1% | $11,246-87.8% |