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 | $154,490 | $89,753+72.1% | $107,525+43.7% | $84,808+82.2% |
| Participation rate | 61.8% | 68.1%-6.3pp | 75.1%-13.3pp | 68.3%-6.5pp |
| Annual return | 16.29% | 29.48%-13.2pp | 181.32%-165.0pp | 40.90%-24.6pp |
| Employer contribution / active EE | $4,262 | $3,113+36.9% | $3,754+13.5% | $2,631+62.0% |
| Participant deferral / active EE | $7,298 | $4,056+79.9% | $5,116+42.7% | $4,212+73.3% |
| Admin fee / account holder | $17,416 | $7,222+141.2% | $8,919+95.3% | $7,344+137.2% |