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 | $243,306 | $86,286+182.0% | $111,297+118.6% | $85,850+183.4% |
| Participation rate | 65.8% | 73.3%-7.6pp | 77.3%-11.6pp | 69.3%-3.6pp |
| Annual return | 14.36% | 19.99%-5.6pp | 54.65%-40.3pp | 318.53%-304.2pp |
| Employer contribution / active EE | $2,402 | $2,043+17.6% | $2,731-12.1% | $2,565-6.4% |
| Participant deferral / active EE | $4,195 | $3,641+15.2% | $4,487-6.5% | $3,952+6.2% |
| Admin fee / account holder | $2,405 | $8,188-70.6% | $7,964-69.8% | $6,260-61.6% |