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 | $241,292 | $96,635+149.7% | $86,612+178.6% | $139,434+73.1% |
| Participation rate | 66.7% | 74.4%-7.7pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 13.21% | 106.41%-93.2pp | 591.07%-577.9pp | 372.94%-359.7pp |
| Employer contribution / active EE | $3,829 | $3,263+17.3% | $3,022+26.7% | $4,751-19.4% |
| Participant deferral / active EE | $7,329 | $4,836+51.6% | $4,438+65.2% | $6,710+9.2% |
| Admin fee / account holder | $61,551 | $6,408+860.6% | $5,614+996.4% | $11,403+439.8% |