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 | $243,299 | $111,754+117.7% | $103,333+135.5% | $145,922+66.7% |
| Participation rate | 23.1% | 77.9%-54.9pp | 74.5%-51.4pp | 80.3%-57.2pp |
| Annual return | 16.43% | 24.77%-8.3pp | 24.88%-8.5pp | 561.29%-544.9pp |
| Employer contribution / active EE | $998 | $4,212-76.3% | $3,868-74.2% | $4,660-78.6% |
| Participant deferral / active EE | $3,517 | $5,619-37.4% | $5,057-30.5% | $6,688-47.4% |
| Admin fee / account holder | $5,056 | $9,750-48.1% | $8,355-39.5% | $13,397-62.3% |