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 | $184,694 | $112,881+63.6% | $90,951+103.1% | $158,922+16.2% |
| Participation rate | 46.7% | 74.7%-28.1pp | 69.0%-22.3pp | 82.0%-35.3pp |
| Annual return | 13.07% | 215.79%-202.7pp | 134.60%-121.5pp | 302.83%-289.8pp |
| Employer contribution / active EE | $696 | $2,893-76.0% | $2,122-67.2% | $4,761-85.4% |
| Participant deferral / active EE | $2,238 | $4,128-45.8% | $3,373-33.6% | $5,982-62.6% |
| Admin fee / account holder | $494 | $8,041-93.9% | $5,959-91.7% | $11,246-95.6% |