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 | $159,536 | $95,266+67.5% | $82,389+93.6% | $142,382+12.0% |
| Participation rate | 57.1% | 74.5%-17.3pp | 69.5%-12.4pp | 80.1%-23.0pp |
| Annual return | 15.55% | 25.74%-10.2pp | 28.67%-13.1pp | 217.08%-201.5pp |
| Employer contribution / active EE | $1,049 | $2,991-64.9% | $2,517-58.3% | $4,299-75.6% |
| Participant deferral / active EE | $2,099 | $4,809-56.4% | $4,155-49.5% | $6,507-67.8% |
| Admin fee / account holder | $1,763 | $8,563-79.4% | $7,231-75.6% | $12,624-86.0% |