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 | $172,546 | $88,672+94.6% | $105,223+64.0% | $82,448+109.3% |
| Participation rate | 58.7% | 67.9%-9.2pp | 75.0%-16.3pp | 68.1%-9.3pp |
| Annual return | 16.16% | 30.86%-14.7pp | 180.65%-164.5pp | 41.64%-25.5pp |
| Employer contribution / active EE | $1,969 | $3,048-35.4% | $3,689-46.6% | $2,551-22.8% |
| Participant deferral / active EE | $5,482 | $4,036+35.8% | $5,072+8.1% | $4,139+32.4% |
| Admin fee / account holder | $5,387 | $7,146-24.6% | $8,859-39.2% | $7,234-25.5% |