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 | $153,816 | $106,890+43.9% | $84,015+83.1% | $152,861+0.6% |
| Participation rate | 50.0% | 75.2%-25.2pp | 69.0%-19.0pp | 82.4%-32.4pp |
| Annual return | 10.89% | 104.99%-94.1pp | 71.31%-60.4pp | 345.32%-334.4pp |
| Employer contribution / active EE | $1,260 | $2,734-53.9% | $1,983-36.5% | $4,762-73.5% |
| Participant deferral / active EE | $3,552 | $4,011-11.4% | $3,239+9.7% | $5,850-39.3% |
| Admin fee / account holder | $42,761 | $8,285+416.1% | $6,101+600.9% | $11,596+268.7% |