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 4-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 | $142,442 | $74,888+90.2% | $71,209+100.0% | $142,3820% |
| Participation rate | 40.0% | 76.2%-36.2pp | 73.8%-33.8pp | 80.1%-40.1pp |
| Annual return | 20.77% | 345.14%-324.4pp | 282.51%-261.7pp | 217.08%-196.3pp |
| Employer contribution / active EE | $912 | $2,854-68.0% | $2,721-66.5% | $4,299-78.8% |
| Participant deferral / active EE | $11,042 | $4,454+147.9% | $4,175+164.5% | $6,507+69.7% |
| Admin fee / account holder | $1,696 | $5,568-69.6% | $5,349-68.3% | $12,624-86.6% |