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 | $162,762 | $144,119+12.9% | $117,854+38.1% | $147,584+10.3% |
| Participation rate | 53.3% | 83.4%-30.1pp | 79.7%-26.3pp | 82.8%-29.5pp |
| Annual return | 8.73% | 531.15%-522.4pp | 335.08%-326.3pp | 578.55%-569.8pp |
| Employer contribution / active EE | $2,187 | $4,896-55.3% | $3,786-42.2% | $4,876-55.2% |
| Participant deferral / active EE | $4,910 | $5,316-7.6% | $4,482+9.6% | $5,439-9.7% |
| Admin fee / account holder | $9,338 | $10,886-14.2% | $8,020+16.4% | $10,885-14.2% |