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 | $240,755 | $27,915+762.4% | $58,482+311.7% | $75,163+220.3% |
| Participation rate | 37.5% | 38.8%-1.3pp | 50.9%-13.4pp | 67.2%-29.7pp |
| Annual return | 23.93% | 44.20%-20.3pp | 4239.32%-4215.4pp | 160.62%-136.7pp |
| Employer contribution / active EE | $1,437 | $669+114.8% | $1,053+36.5% | $2,670-46.2% |
| Participant deferral / active EE | $3,651 | $1,201+203.9% | $1,924+89.8% | $4,125-11.5% |
| Admin fee / account holder | $4,039 | $1,726+134.1% | $2,516+60.5% | $5,651-28.5% |