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 | $220,340 | $95,416+130.9% | $185,823+18.6% | $85,850+156.7% |
| Participation rate | 9.2% | 68.8%-59.5pp | 81.7%-72.5pp | 69.3%-60.1pp |
| Annual return | 15.18% | 23.59%-8.4pp | 122.05%-106.9pp | 318.53%-303.4pp |
| Employer contribution / active EE | $809 | $3,314-75.6% | $5,167-84.3% | $2,565-68.5% |
| Participant deferral / active EE | $2,123 | $3,423-38.0% | $5,568-61.9% | $3,952-46.3% |
| Admin fee / account holder | $100,295 | $7,213+1290.5% | $16,237+517.7% | $6,260+1502.2% |