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 | $192,190 | $49,173+290.8% | $121,098+58.7% | $75,163+155.7% |
| Participation rate | 42.9% | 55.4%-12.5pp | 69.5%-26.6pp | 67.2%-24.3pp |
| Annual return | 22.21% | 55.99%-33.8pp | 985.75%-963.5pp | 160.62%-138.4pp |
| Employer contribution / active EE | $1,291 | $1,546-16.4% | $4,164-69.0% | $2,670-51.6% |
| Participant deferral / active EE | $3,264 | $2,628+24.2% | $4,080-20.0% | $4,125-20.9% |
| Admin fee / account holder | $3,804 | $3,942-3.5% | $5,644-32.6% | $5,651-32.7% |