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 | $181,741 | $126,574+43.6% | $106,213+71.1% | $145,922+24.5% |
| Participation rate | 44.4% | 77.6%-33.2pp | 75.3%-30.8pp | 80.3%-35.8pp |
| Annual return | 21.89% | 224.79%-202.9pp | 116.14%-94.2pp | 561.29%-539.4pp |
| Employer contribution / active EE | $2,258 | $3,730-39.5% | $3,171-28.8% | $4,660-51.5% |
| Participant deferral / active EE | $8,037 | $5,724+40.4% | $5,016+60.2% | $6,688+20.2% |
| Admin fee / account holder | $1,604 | $17,304-90.7% | $11,033-85.5% | $13,397-88.0% |