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 | $166,658 | $111,535+49.4% | $105,223+58.4% | $137,256+21.4% |
| Participation rate | 52.2% | 78.1%-25.9pp | 75.0%-22.9pp | 80.0%-27.8pp |
| Annual return | 16.59% | 237.85%-221.3pp | 180.65%-164.1pp | 220.34%-203.7pp |
| Employer contribution / active EE | $1,739 | $3,939-55.9% | $3,689-52.9% | $4,156-58.2% |
| Participant deferral / active EE | $2,147 | $5,500-61.0% | $5,072-57.7% | $6,407-66.5% |
| Admin fee / account holder | $1,235 | $9,721-87.3% | $8,859-86.1% | $12,270-89.9% |