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 | $166,407 | $99,652+67.0% | $78,778+111.2% | $147,584+12.8% |
| Participation rate | 69.2% | 76.2%-7.0pp | 69.2%0pp | 82.8%-13.6pp |
| Annual return | 12.61% | 47.28%-34.7pp | 35.62%-23.0pp | 578.55%-565.9pp |
| Employer contribution / active EE | $1,510 | $2,796-46.0% | $1,986-24.0% | $4,876-69.0% |
| Participant deferral / active EE | $4,746 | $3,664+29.6% | $2,958+60.4% | $5,439-12.7% |
| Admin fee / account holder | $24,490 | $7,155+242.3% | $5,134+377.0% | $10,885+125.0% |