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 | $224,624 | $162,781+38.0% | $133,956+67.7% | $158,922+41.3% |
| Participation rate | 52.9% | 83.2%-30.3pp | 79.8%-26.9pp | 82.0%-29.0pp |
| Annual return | 14.31% | 41.94%-27.6pp | 45.09%-30.8pp | 302.83%-288.5pp |
| Employer contribution / active EE | $2,132 | $4,975-57.2% | $3,919-45.6% | $4,761-55.2% |
| Participant deferral / active EE | $4,520 | $5,911-23.5% | $5,048-10.4% | $5,982-24.4% |
| Admin fee / account holder | $978 | $11,736-91.7% | $8,927-89.0% | $11,246-91.3% |