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 | $152,837 | $118,680+28.8% | $98,907+54.5% | $158,922-3.8% |
| Participation rate | 60.0% | 77.8%-17.8pp | 76.0%-16.0pp | 82.0%-22.0pp |
| Annual return | 7.26% | 372.35%-365.1pp | 196.43%-189.2pp | 302.83%-295.6pp |
| Employer contribution / active EE | $705 | $3,333-78.8% | $2,689-73.8% | $4,761-85.2% |
| Participant deferral / active EE | $1,629 | $5,088-68.0% | $4,244-61.6% | $5,982-72.8% |
| Admin fee / account holder | $13,938 | $10,131+37.6% | $6,642+109.9% | $11,246+23.9% |