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 | $241,934 | $58,208+315.6% | $81,812+195.7% | $80,856+199.2% |
| Participation rate | 47.1% | 63.4%-16.3pp | 72.3%-25.2pp | 67.6%-20.5pp |
| Annual return | 10.88% | 41.66%-30.8pp | 773.79%-762.9pp | 35.59%-24.7pp |
| Employer contribution / active EE | $1,472 | $2,340-37.1% | $2,912-49.5% | $2,755-46.6% |
| Participant deferral / active EE | $4,999 | $3,281+52.4% | $4,319+15.8% | $4,296+16.4% |
| Admin fee / account holder | $110,058 | $4,981+2109.4% | $7,386+1390.1% | $6,918+1490.9% |