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 | $209,733 | $29,660+607.1% | $56,411+271.8% | $80,856+159.4% |
| Participation rate | 24.0% | 41.6%-17.6pp | 52.5%-28.5pp | 67.6%-43.6pp |
| Annual return | 15.47% | 35.23%-19.8pp | 1701.33%-1685.9pp | 35.59%-20.1pp |
| Employer contribution / active EE | $517 | $669-22.7% | $1,039-50.2% | $2,755-81.2% |
| Participant deferral / active EE | $2,000 | $1,226+63.2% | $1,952+2.5% | $4,296-53.4% |
| Admin fee / account holder | $1,294 | $2,428-46.7% | $2,829-54.2% | $6,918-81.3% |