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 | $243,635 | $108,642+124.3% | $74,701+226.1% | $152,861+59.4% |
| Participation rate | 36.4% | 65.3%-29.0pp | 54.5%-18.1pp | 82.4%-46.1pp |
| Annual return | 22.35% | 114.06%-91.7pp | 752.92%-730.6pp | 345.32%-323.0pp |
| Employer contribution / active EE | $989 | $1,503-34.2% | $1,084-8.7% | $4,762-79.2% |
| Participant deferral / active EE | $1,555 | $2,712-42.7% | $1,964-20.8% | $5,850-73.4% |
| Admin fee / account holder | $1,480 | $4,902-69.8% | $3,333-55.6% | $11,596-87.2% |