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 | $200,370 | $74,888+167.6% | $71,209+181.4% | $142,382+40.7% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.1%-13.5pp |
| Annual return | 14.38% | 345.14%-330.8pp | 282.51%-268.1pp | 217.08%-202.7pp |
| Employer contribution / active EE | $10,497 | $2,854+267.7% | $2,721+285.8% | $4,299+144.2% |
| Participant deferral / active EE | $17,700 | $4,454+297.4% | $4,175+323.9% | $6,507+172.0% |
| Admin fee / account holder | $253,716 | $5,568+4456.4% | $5,349+4643.4% | $12,624+1909.8% |