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 | $193,429 | $77,419+149.8% | $69,455+178.5% | $152,861+26.5% |
| Participation rate | 66.7% | 78.1%-11.4pp | 74.6%-7.9pp | 82.4%-15.8pp |
| Annual return | 14.52% | 39.06%-24.5pp | 28.97%-14.4pp | 345.32%-330.8pp |
| Employer contribution / active EE | $1,717 | $3,315-48.2% | $2,779-38.2% | $4,762-63.9% |
| Participant deferral / active EE | $16,667 | $4,414+277.6% | $3,535+371.4% | $5,850+184.9% |
| Admin fee / account holder | $460 | $6,207-92.6% | $3,839-88.0% | $11,596-96.0% |