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 | $211,578 | $155,788+35.8% | $124,672+69.7% | $167,490+26.3% |
| Participation rate | 42.1% | 81.1%-39.0pp | 74.6%-32.5pp | 82.1%-40.0pp |
| Annual return | 11.46% | 17.97%-6.5pp | 5142.93%-5131.5pp | 478.56%-467.1pp |
| Employer contribution / active EE | $1,287 | $4,163-69.1% | $3,324-61.3% | $4,837-73.4% |
| Participant deferral / active EE | $1,736 | $5,673-69.4% | $4,614-62.4% | $6,341-72.6% |
| Admin fee / account holder | $3,466 | $9,531-63.6% | $7,493-53.7% | $12,309-71.8% |