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 | $191,046 | $152,587+25.2% | $125,175+52.6% | $152,861+25.0% |
| Participation rate | 33.3% | 83.3%-50.0pp | 79.8%-46.4pp | 82.4%-49.1pp |
| Annual return | 13.90% | 54.84%-40.9pp | 43.79%-29.9pp | 345.32%-331.4pp |
| Employer contribution / active EE | $2,173 | $4,946-56.1% | $3,865-43.8% | $4,762-54.4% |
| Participant deferral / active EE | $8,333 | $5,868+42.0% | $4,937+68.8% | $5,850+42.4% |
| Admin fee / account holder | $1,946 | $13,434-85.5% | $9,702-79.9% | $11,596-83.2% |