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 | $243,295 | $755,339-67.8% | $379,746-35.9% | $158,922+53.1% |
| Participation rate | 66.7% | 81.8%-15.1pp | 78.4%-11.8pp | 82.0%-15.3pp |
| Annual return | 21.05% | 53.41%-32.4pp | 34.90%-13.9pp | 302.83%-281.8pp |
| Employer contribution / active EE | $5,114 | $4,685+9.1% | $3,540+44.5% | $4,761+7.4% |
| Participant deferral / active EE | $10,158 | $7,938+28.0% | $6,024+68.6% | $5,982+69.8% |
| Admin fee / account holder | $1,095 | $14,482-92.4% | $7,927-86.2% | $11,246-90.3% |