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 7-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 | $160,930 | $70,606+127.9% | $53,898+198.6% | $142,382+13.0% |
| Participation rate | 25.0% | 63.7%-38.7pp | 55.0%-30.0pp | 80.1%-55.1pp |
| Annual return | 16.59% | 619.81%-603.2pp | 528.60%-512.0pp | 217.08%-200.5pp |
| Employer contribution / active EE | $1,383 | $1,202+15.0% | $932+48.4% | $4,299-67.8% |
| Participant deferral / active EE | $10,188 | $2,364+331.0% | $1,826+457.8% | $6,507+56.6% |
| Admin fee / account holder | $3,154 | $2,852+10.6% | $2,491+26.6% | $12,624-75.0% |