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 | $189,191 | $81,208+133.0% | $98,907+91.3% | $79,858+136.9% |
| Participation rate | 38.9% | 72.5%-33.6pp | 76.0%-37.1pp | 69.6%-30.7pp |
| Annual return | 15.44% | 60.99%-45.6pp | 196.43%-181.0pp | 31.71%-16.3pp |
| Employer contribution / active EE | $1,326 | $1,960-32.3% | $2,689-50.7% | $2,471-46.3% |
| Participant deferral / active EE | $2,898 | $3,265-11.2% | $4,244-31.7% | $3,740-22.5% |
| Admin fee / account holder | $27,189 | $6,013+352.2% | $6,642+309.4% | $5,306+412.4% |