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 | $188,794 | $117,983+60.0% | $101,794+85.5% | $142,382+32.6% |
| Participation rate | 47.4% | 74.2%-26.9pp | 69.2%-21.8pp | 80.1%-32.8pp |
| Annual return | 18.44% | 36.92%-18.5pp | 30.53%-12.1pp | 217.08%-198.6pp |
| Employer contribution / active EE | $1,511 | $2,773-45.5% | $2,289-34.0% | $4,299-64.9% |
| Participant deferral / active EE | $6,131 | $4,714+30.1% | $4,084+50.1% | $6,507-5.8% |
| Admin fee / account holder | $9,319 | $10,433-10.7% | $8,777+6.2% | $12,624-26.2% |