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 | $177,334 | $90,397+96.2% | $76,002+133.3% | $145,959+21.5% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.1%-19.1pp | 80.3%-30.3pp |
| Annual return | 9.44% | 621.97%-612.5pp | 360.07%-350.6pp | 561.95%-552.5pp |
| Employer contribution / active EE | $1,774 | $3,317-46.5% | $2,688-34.0% | $4,661-61.9% |
| Participant deferral / active EE | $8,487 | $5,163+64.4% | $4,257+99.4% | $6,689+26.9% |
| Admin fee / account holder | $2,513 | $8,369-70.0% | $6,414-60.8% | $13,398-81.2% |