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 | $118,927 | $70,606+68.4% | $53,898+120.7% | $142,382-16.5% |
| Participation rate | 66.7% | 63.7%+3.0pp | 55.0%+11.7pp | 80.1%-13.5pp |
| Annual return | 13.09% | 619.81%-606.7pp | 528.60%-515.5pp | 217.08%-204.0pp |
| Employer contribution / active EE | $1,233 | $1,202+2.6% | $932+32.3% | $4,299-71.3% |
| Participant deferral / active EE | $1,828 | $2,364-22.7% | $1,826+0.1% | $6,507-71.9% |
| Admin fee / account holder | $5,242 | $2,852+83.8% | $2,491+110.5% | $12,624-58.5% |