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 | $194,289 | $86,286+125.2% | $111,297+74.6% | $85,850+126.3% |
| Participation rate | 63.4% | 73.3%-9.9pp | 77.3%-13.9pp | 69.3%-5.9pp |
| Annual return | 11.54% | 19.99%-8.4pp | 54.65%-43.1pp | 318.53%-307.0pp |
| Employer contribution / active EE | $2,842 | $2,043+39.1% | $2,731+4.0% | $2,565+10.8% |
| Participant deferral / active EE | $5,263 | $3,641+44.6% | $4,487+17.3% | $3,952+33.2% |
| Admin fee / account holder | $1,652 | $8,188-79.8% | $7,964-79.3% | $6,260-73.6% |