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 | $166,076 | $70,669+135.0% | $169,368-1.9% | $75,163+121.0% |
| Participation rate | 61.1% | 64.8%-3.7pp | 77.1%-16.0pp | 67.2%-6.1pp |
| Annual return | 17.68% | 36.36%-18.7pp | 405.60%-387.9pp | 160.62%-142.9pp |
| Employer contribution / active EE | $1,497 | $2,211-32.3% | $4,013-62.7% | $2,670-43.9% |
| Participant deferral / active EE | $7,513 | $4,311+74.3% | $6,221+20.8% | $4,125+82.1% |
| Admin fee / account holder | $6,114 | $5,402+13.2% | $9,003-32.1% | $5,651+8.2% |