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 | $159,460 | $106,890+49.2% | $84,015+89.8% | $152,861+4.3% |
| Participation rate | 50.0% | 75.2%-25.2pp | 69.0%-19.0pp | 82.4%-32.4pp |
| Annual return | 23.18% | 104.99%-81.8pp | 71.31%-48.1pp | 345.32%-322.1pp |
| Employer contribution / active EE | $1,133 | $2,734-58.6% | $1,983-42.9% | $4,762-76.2% |
| Participant deferral / active EE | $5,643 | $4,011+40.7% | $3,239+74.2% | $5,850-3.5% |
| Admin fee / account holder | $10,767 | $8,285+30.0% | $6,101+76.5% | $11,596-7.2% |