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 | $244,291 | $111,724+118.7% | $93,606+161.0% | $145,922+67.4% |
| Participation rate | 62.5% | 74.2%-11.7pp | 68.7%-6.2pp | 80.3%-17.8pp |
| Annual return | 21.59% | 202.98%-181.4pp | 133.20%-111.6pp | 561.29%-539.7pp |
| Employer contribution / active EE | $3,632 | $3,090+17.6% | $2,420+50.1% | $4,660-22.0% |
| Participant deferral / active EE | $6,531 | $4,912+33.0% | $4,411+48.1% | $6,688-2.3% |
| Admin fee / account holder | $4,500 | $10,250-56.1% | $8,285-45.7% | $13,397-66.4% |