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 | $229,581 | $158,398+44.9% | $126,539+81.4% | $142,382+61.2% |
| Participation rate | 66.7% | 75.8%-9.1pp | 69.8%-3.2pp | 80.1%-13.5pp |
| Annual return | 17.59% | 593.76%-576.2pp | 425.95%-408.4pp | 217.08%-199.5pp |
| Employer contribution / active EE | $9,587 | $4,650+106.2% | $3,674+160.9% | $4,299+123.0% |
| Participant deferral / active EE | $8,255 | $4,767+73.2% | $4,083+102.2% | $6,507+26.9% |
| Admin fee / account holder | $1,725 | $6,918-75.1% | $6,065-71.6% | $12,624-86.3% |