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 | $211,195 | $79,944+164.2% | $98,439+114.5% | $75,163+181.0% |
| Participation rate | 41.1% | 70.4%-29.3pp | 75.2%-34.0pp | 67.2%-26.1pp |
| Annual return | 19.54% | 19.75%-0.2pp | 21.16%-1.6pp | 160.62%-141.1pp |
| Employer contribution / active EE | $1,409 | $2,264-37.8% | $3,048-53.8% | $2,670-47.2% |
| Participant deferral / active EE | $2,709 | $3,752-27.8% | $4,738-42.8% | $4,125-34.3% |
| Admin fee / account holder | $3,250 | $6,840-52.5% | $8,948-63.7% | $5,651-42.5% |