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 | $178,865 | $124,319+43.9% | $111,297+60.7% | $167,490+6.8% |
| Participation rate | 66.7% | 79.6%-12.9pp | 77.3%-10.6pp | 82.1%-15.4pp |
| Annual return | 36.48% | 37.44%-1.0pp | 54.65%-18.2pp | 478.56%-442.1pp |
| Employer contribution / active EE | $1,292 | $3,435-62.4% | $2,731-52.7% | $4,837-73.3% |
| Participant deferral / active EE | $4,170 | $5,180-19.5% | $4,487-7.1% | $6,341-34.2% |
| Admin fee / account holder | $1,805 | $10,618-83.0% | $7,964-77.3% | $12,309-85.3% |