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 | $249,968 | $167,484+49.2% | $151,611+64.9% | $134,475+85.9% |
| Participation rate | 62.5% | 88.4%-25.9pp | 87.5%-25.0pp | 81.2%-18.7pp |
| Annual return | -15.24% | 7.80%-23.0pp | 3.33%-18.6pp | 417.96%-433.2pp |
| Employer contribution / active EE | $3,763 | $6,829-44.9% | $6,166-39.0% | $4,740-20.6% |
| Participant deferral / active EE | $12,545 | $8,986+39.6% | $8,363+50.0% | $6,400+96.0% |
| Admin fee / account holder | $911 | $13,783-93.4% | $11,616-92.2% | $11,426-92.0% |