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 | $158,862 | $109,327+45.3% | $89,391+77.7% | $158,9220% |
| Participation rate | 47.1% | 74.3%-27.2pp | 68.0%-20.9pp | 82.0%-34.9pp |
| Annual return | 13.83% | 345.68%-331.8pp | 245.62%-231.8pp | 302.83%-289.0pp |
| Employer contribution / active EE | $2,863 | $3,170-9.7% | $2,586+10.7% | $4,761-39.9% |
| Participant deferral / active EE | $4,340 | $4,598-5.6% | $3,890+11.6% | $5,982-27.5% |
| Admin fee / account holder | $3,347 | $6,153-45.6% | $4,881-31.4% | $11,246-70.2% |