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 | $201,810 | $85,202+136.9% | $172,739+16.8% | $72,985+176.5% |
| Participation rate | 35.7% | 70.1%-34.3pp | 82.6%-46.9pp | 69.5%-33.8pp |
| Annual return | 20.53% | 27.32%-6.8pp | 802.84%-782.3pp | 81.00%-60.5pp |
| Employer contribution / active EE | $1,160 | $3,324-65.1% | $5,143-77.5% | $2,440-52.5% |
| Participant deferral / active EE | $2,866 | $3,260-12.1% | $5,198-44.9% | $3,607-20.5% |
| Admin fee / account holder | $11,583 | $5,884+96.9% | $13,954-17.0% | $5,124+126.0% |