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 | $233,421 | $91,190+156.0% | $178,490+30.8% | $79,858+192.3% |
| Participation rate | 69.7% | 69.2%+0.5pp | 81.9%-12.2pp | 69.6%+0.1pp |
| Annual return | 20.09% | 24.19%-4.1pp | 151.07%-131.0pp | 31.71%-11.6pp |
| Employer contribution / active EE | $2,166 | $3,256-33.5% | $5,011-56.8% | $2,471-12.3% |
| Participant deferral / active EE | $4,948 | $3,236+52.9% | $5,202-4.9% | $3,740+32.3% |
| Admin fee / account holder | $1,289 | $6,751-80.9% | $13,984-90.8% | $5,306-75.7% |