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 | $226,322 | $95,416+137.2% | $185,823+21.8% | $85,850+163.6% |
| Participation rate | 50.0% | 68.8%-18.8pp | 81.7%-31.7pp | 69.3%-19.3pp |
| Annual return | 17.43% | 23.59%-6.2pp | 122.05%-104.6pp | 318.53%-301.1pp |
| Employer contribution / active EE | $729 | $3,314-78.0% | $5,167-85.9% | $2,565-71.6% |
| Participant deferral / active EE | $3,622 | $3,423+5.8% | $5,568-35.0% | $3,952-8.3% |
| Admin fee / account holder | $16,610 | $7,213+130.3% | $16,237+2.3% | $6,260+165.3% |