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 | $178,230 | $226,064-21.2% | $182,532-2.4% | $152,861+16.6% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.0%-11.3pp | 82.4%-15.8pp |
| Annual return | 23.39% | 192.51%-169.1pp | 148.54%-125.2pp | 345.32%-321.9pp |
| Employer contribution / active EE | $631 | $4,978-87.3% | $4,076-84.5% | $4,762-86.7% |
| Participant deferral / active EE | $4,253 | $6,368-33.2% | $5,524-23.0% | $5,850-27.3% |
| Admin fee / account holder | $1,248 | $10,703-88.3% | $8,592-85.5% | $11,596-89.2% |