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 | $154,843 | $58,208+166.0% | $81,812+89.3% | $80,856+91.5% |
| Participation rate | 48.0% | 63.4%-15.4pp | 72.3%-24.3pp | 67.6%-19.6pp |
| Annual return | 16.11% | 41.66%-25.5pp | 773.79%-757.7pp | 35.59%-19.5pp |
| Employer contribution / active EE | $1,072 | $2,340-54.2% | $2,912-63.2% | $2,755-61.1% |
| Participant deferral / active EE | $2,882 | $3,281-12.2% | $4,319-33.3% | $4,296-32.9% |
| Admin fee / account holder | $1,034 | $4,981-79.2% | $7,386-86.0% | $6,918-85.1% |