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 | $242,935 | $167,484+45.1% | $151,611+60.2% | $134,475+80.7% |
| Participation rate | 63.6% | 88.4%-24.7pp | 87.5%-23.9pp | 81.2%-17.6pp |
| Annual return | -14.86% | 7.80%-22.7pp | 3.33%-18.2pp | 417.96%-432.8pp |
| Employer contribution / active EE | $4,423 | $6,829-35.2% | $6,166-28.3% | $4,740-6.7% |
| Participant deferral / active EE | $6,958 | $8,986-22.6% | $8,363-16.8% | $6,400+8.7% |
| Admin fee / account holder | $39,369 | $13,783+185.6% | $11,616+238.9% | $11,426+244.6% |