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 | $195,794 | $91,190+114.7% | $178,490+9.7% | $79,858+145.2% |
| Participation rate | 40.5% | 69.2%-28.7pp | 81.9%-41.4pp | 69.6%-29.2pp |
| Annual return | 13.72% | 24.19%-10.5pp | 151.07%-137.3pp | 31.71%-18.0pp |
| Employer contribution / active EE | $2,160 | $3,256-33.6% | $5,011-56.9% | $2,471-12.6% |
| Participant deferral / active EE | $3,023 | $3,236-6.6% | $5,202-41.9% | $3,740-19.2% |
| Admin fee / account holder | $8,142 | $6,751+20.6% | $13,984-41.8% | $5,306+53.4% |