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 | $187,523 | $100,773+86.1% | $88,946+110.8% | $142,382+31.7% |
| Participation rate | 22.2% | 74.3%-52.1pp | 68.8%-46.6pp | 80.1%-57.9pp |
| Annual return | 15.53% | 70.18%-54.7pp | 57.82%-42.3pp | 217.08%-201.5pp |
| Employer contribution / active EE | $1,220 | $2,918-58.2% | $2,555-52.2% | $4,299-71.6% |
| Participant deferral / active EE | $3,897 | $5,230-25.5% | $4,581-14.9% | $6,507-40.1% |
| Admin fee / account holder | $24,353 | $9,693+151.2% | $8,261+194.8% | $12,624+92.9% |