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 8-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 | $237,750 | $90,348+163.1% | $75,972+212.9% | $145,922+62.9% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.1%-19.1pp | 80.3%-30.3pp |
| Annual return | 10.87% | 620.88%-610.0pp | 359.55%-348.7pp | 561.29%-550.4pp |
| Employer contribution / active EE | $1,430 | $3,311-56.8% | $2,685-46.7% | $4,660-69.3% |
| Participant deferral / active EE | $11,500 | $5,162+122.8% | $4,255+170.2% | $6,688+72.0% |
| Admin fee / account holder | $4,713 | $8,467-44.3% | $6,467-27.1% | $13,397-64.8% |