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 | $207,240 | $117,841+75.9% | $102,423+102.3% | $145,922+42.0% |
| Participation rate | 61.1% | 78.6%-17.5pp | 76.5%-15.4pp | 80.3%-19.2pp |
| Annual return | 15.47% | 31.65%-16.2pp | 29.32%-13.9pp | 561.29%-545.8pp |
| Employer contribution / active EE | $2,502 | $3,615-30.8% | $3,023-17.2% | $4,660-46.3% |
| Participant deferral / active EE | $5,783 | $5,731+0.9% | $5,053+14.4% | $6,688-13.5% |
| Admin fee / account holder | $3,262 | $13,326-75.5% | $9,451-65.5% | $13,397-75.7% |