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 | $186,246 | $150,187+24.0% | $120,354+54.7% | $145,922+27.6% |
| Participation rate | 55.6% | 78.8%-23.2pp | 71.9%-16.4pp | 80.3%-24.7pp |
| Annual return | 18.70% | 154.07%-135.4pp | 107.15%-88.4pp | 561.29%-542.6pp |
| Employer contribution / active EE | $1,398 | $4,348-67.9% | $3,463-59.6% | $4,660-70.0% |
| Participant deferral / active EE | $2,320 | $6,173-62.4% | $4,991-53.5% | $6,688-65.3% |
| Admin fee / account holder | $7,170 | $12,207-41.3% | $9,423-23.9% | $13,397-46.5% |