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 | $182,362 | $29,660+514.8% | $56,411+223.3% | $80,856+125.5% |
| Participation rate | 19.2% | 41.6%-22.4pp | 52.5%-33.2pp | 67.6%-48.4pp |
| Annual return | 18.42% | 35.23%-16.8pp | 1701.33%-1682.9pp | 35.59%-17.2pp |
| Employer contribution / active EE | $473 | $669-29.4% | $1,039-54.5% | $2,755-82.8% |
| Participant deferral / active EE | $2,184 | $1,226+78.2% | $1,952+11.9% | $4,296-49.2% |
| Admin fee / account holder | $2,073 | $2,428-14.6% | $2,829-26.7% | $6,918-70.0% |