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 | $161,382 | $67,823+137.9% | $52,425+207.8% | $137,256+17.6% |
| Participation rate | 33.3% | 63.9%-30.6pp | 55.6%-22.3pp | 80.0%-46.6pp |
| Annual return | 19.14% | 219.11%-200.0pp | 302.12%-283.0pp | 220.34%-201.2pp |
| Employer contribution / active EE | $1,559 | $1,163+34.1% | $914+70.6% | $4,156-62.5% |
| Participant deferral / active EE | $739 | $2,288-67.7% | $1,790-58.7% | $6,407-88.5% |
| Admin fee / account holder | $966 | $2,844-66.0% | $2,495-61.3% | $12,270-92.1% |