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 | $194,168 | $115,770+67.7% | $101,248+91.8% | $158,922+22.2% |
| Participation rate | 57.1% | 79.4%-22.2pp | 75.8%-18.7pp | 82.0%-24.8pp |
| Annual return | 14.27% | 56.14%-41.9pp | 46.47%-32.2pp | 302.83%-288.6pp |
| Employer contribution / active EE | $11,472 | $4,175+174.8% | $3,660+213.5% | $4,761+141.0% |
| Participant deferral / active EE | $5,280 | $4,957+6.5% | $4,370+20.8% | $5,982-11.7% |
| Admin fee / account holder | $382 | $7,245-94.7% | $5,945-93.6% | $11,246-96.6% |