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 | $89,467 | $209,411-57.3% | $178,490-49.9% | $158,922-43.7% |
| Participation rate | 60.0% | 86.3%-26.3pp | 81.9%-21.9pp | 82.0%-22.0pp |
| Annual return | 19.86% | 188.75%-168.9pp | 151.07%-131.2pp | 302.83%-283.0pp |
| Employer contribution / active EE | $2,279 | $5,706-60.1% | $5,011-54.5% | $4,761-52.1% |
| Participant deferral / active EE | $8,270 | $5,954+38.9% | $5,202+59.0% | $5,982+38.2% |
| Admin fee / account holder | $796 | $17,074-95.3% | $13,984-94.3% | $11,246-92.9% |