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 | $131,288 | $63,346+107.3% | $92,233+42.3% | $70,131+87.2% |
| Participation rate | 59.4% | 68.7%-9.3pp | 76.5%-17.1pp | 69.5%-10.2pp |
| Annual return | 16.97% | 530.12%-513.1pp | 176.28%-159.3pp | 73.14%-56.2pp |
| Employer contribution / active EE | $2,292 | $2,471-7.3% | $3,679-37.7% | $2,342-2.2% |
| Participant deferral / active EE | $5,979 | $2,854+109.5% | $3,897+53.4% | $3,332+79.5% |
| Admin fee / account holder | $15,253 | $3,840+297.2% | $5,194+193.7% | $4,645+228.3% |