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 | $177,455 | $89,753+97.7% | $107,525+65.0% | $84,808+109.2% |
| Participation rate | 50.0% | 68.1%-18.1pp | 75.1%-25.1pp | 68.3%-18.3pp |
| Annual return | 15.61% | 29.48%-13.9pp | 181.32%-165.7pp | 40.90%-25.3pp |
| Employer contribution / active EE | $1,869 | $3,113-40.0% | $3,754-50.2% | $2,631-29.0% |
| Participant deferral / active EE | $3,321 | $4,056-18.1% | $5,116-35.1% | $4,212-21.2% |
| Admin fee / account holder | $2,521 | $7,222-65.1% | $8,919-71.7% | $7,344-65.7% |