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 | $241,040 | $121,625+98.2% | $104,607+130.4% | $158,922+51.7% |
| Participation rate | 68.4% | 77.5%-9.1pp | 74.1%-5.7pp | 82.0%-13.5pp |
| Annual return | 10.05% | 465.26%-455.2pp | 340.46%-330.4pp | 302.83%-292.8pp |
| Employer contribution / active EE | $0 | $3,163-100.0% | $2,681-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $8,323 | $4,177+99.2% | $3,740+122.6% | $5,982+39.1% |
| Admin fee / account holder | $19,832 | $7,787+154.7% | $6,473+206.4% | $11,246+76.4% |