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 | $247,755 | $228,332+8.5% | $185,823+33.3% | $158,922+55.9% |
| Participation rate | 63.6% | 82.3%-18.7pp | 78.0%-14.4pp | 82.0%-18.3pp |
| Annual return | 16.60% | 40.80%-24.2pp | 35.95%-19.4pp | 302.83%-286.2pp |
| Employer contribution / active EE | $2,713 | $4,967-45.4% | $4,087-33.6% | $4,761-43.0% |
| Participant deferral / active EE | $4,190 | $6,415-34.7% | $5,632-25.6% | $5,982-30.0% |
| Admin fee / account holder | $23,324 | $11,864+96.6% | $9,500+145.5% | $11,246+107.4% |