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 4-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 | $172,300 | $126,574+36.1% | $106,213+62.2% | $145,922+18.1% |
| Participation rate | 50.0% | 77.6%-27.6pp | 75.3%-25.3pp | 80.3%-30.3pp |
| Annual return | 17.91% | 224.79%-206.9pp | 116.14%-98.2pp | 561.29%-543.4pp |
| Employer contribution / active EE | $1,143 | $3,730-69.4% | $3,171-64.0% | $4,660-75.5% |
| Participant deferral / active EE | $15,250 | $5,724+166.4% | $5,016+204.0% | $6,688+128.0% |
| Admin fee / account holder | $3,190 | $17,304-81.6% | $11,033-71.1% | $13,397-76.2% |