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 | $191,218 | $114,381+67.2% | $107,525+77.8% | $142,382+34.3% |
| Participation rate | 55.6% | 78.1%-22.6pp | 75.1%-19.5pp | 80.1%-24.6pp |
| Annual return | 14.56% | 242.71%-228.1pp | 181.32%-166.8pp | 217.08%-202.5pp |
| Employer contribution / active EE | $2,467 | $4,015-38.6% | $3,754-34.3% | $4,299-42.6% |
| Participant deferral / active EE | $6,942 | $5,564+24.8% | $5,116+35.7% | $6,507+6.7% |
| Admin fee / account holder | $54,564 | $9,860+453.4% | $8,919+511.8% | $12,624+332.2% |