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 8-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 | $156,925 | $67,823+131.4% | $52,425+199.3% | $137,256+14.3% |
| Participation rate | 66.7% | 63.9%+2.8pp | 55.6%+11.0pp | 80.0%-13.3pp |
| Annual return | 15.17% | 219.11%-203.9pp | 302.12%-286.9pp | 220.34%-205.2pp |
| Employer contribution / active EE | $2,534 | $1,163+117.9% | $914+177.2% | $4,156-39.0% |
| Participant deferral / active EE | $12,427 | $2,288+443.1% | $1,790+594.1% | $6,407+94.0% |
| Admin fee / account holder | $1,339 | $2,844-52.9% | $2,495-46.3% | $12,270-89.1% |