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 | $246,210 | $80,717+205.0% | $154,803+59.0% | $84,808+190.3% |
| Participation rate | 65.8% | 66.8%-1.0pp | 78.1%-12.2pp | 68.3%-2.5pp |
| Annual return | 15.09% | 37.96%-22.9pp | 58.88%-43.8pp | 40.90%-25.8pp |
| Employer contribution / active EE | $3,244 | $2,761+17.5% | $4,305-24.7% | $2,631+23.3% |
| Participant deferral / active EE | $8,956 | $3,303+171.1% | $5,540+61.6% | $4,212+112.7% |
| Admin fee / account holder | $17,018 | $6,746+152.3% | $14,329+18.8% | $7,344+131.7% |