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 | $137,403 | $63,346+116.9% | $92,233+49.0% | $70,131+95.9% |
| Participation rate | 38.5% | 68.7%-30.2pp | 76.5%-38.0pp | 69.5%-31.1pp |
| Annual return | 16.97% | 530.12%-513.1pp | 176.28%-159.3pp | 73.14%-56.2pp |
| Employer contribution / active EE | $1,435 | $2,471-41.9% | $3,679-61.0% | $2,342-38.7% |
| Participant deferral / active EE | $3,476 | $2,854+21.8% | $3,897-10.8% | $3,332+4.3% |
| Admin fee / account holder | $4,257 | $3,840+10.9% | $5,194-18.0% | $4,645-8.4% |