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 | $157,527 | $48,046+227.9% | $84,611+86.2% | $72,985+115.8% |
| Participation rate | 53.1% | 57.6%-4.5pp | 68.2%-15.1pp | 69.5%-16.4pp |
| Annual return | 25.04% | 37.38%-12.3pp | 258.74%-233.7pp | 81.00%-56.0pp |
| Employer contribution / active EE | $2,240 | $1,602+39.9% | $2,652-15.5% | $2,440-8.2% |
| Participant deferral / active EE | $4,141 | $2,680+54.5% | $3,899+6.2% | $3,607+14.8% |
| Admin fee / account holder | $6,436 | $3,395+89.6% | $4,912+31.0% | $5,124+25.6% |