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 | $193,131 | $232,540-16.9% | $185,117+4.3% | $147,584+30.9% |
| Participation rate | 50.0% | 82.4%-32.4pp | 77.3%-27.3pp | 82.8%-32.8pp |
| Annual return | 19.29% | 43.03%-23.7pp | 40.50%-21.2pp | 578.55%-559.3pp |
| Employer contribution / active EE | $6,437 | $5,195+23.9% | $4,182+53.9% | $4,876+32.0% |
| Participant deferral / active EE | $10,454 | $5,834+79.2% | $5,045+107.2% | $5,439+92.2% |
| Admin fee / account holder | $110,168 | $10,275+972.2% | $8,159+1250.2% | $10,885+912.1% |