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 | $215,215 | $80,724+166.6% | $103,333+108.3% | $74,495+188.9% |
| Participation rate | 35.8% | 65.7%-29.8pp | 74.5%-38.7pp | 67.2%-31.4pp |
| Annual return | 107.74% | 27.56%+80.2pp | 24.88%+82.9pp | 1364.94%-1257.2pp |
| Employer contribution / active EE | $1,062 | $3,157-66.4% | $3,868-72.5% | $2,623-59.5% |
| Participant deferral / active EE | $2,555 | $3,860-33.8% | $5,057-49.5% | $4,346-41.2% |
| Admin fee / account holder | $8,935 | $2,368+277.3% | $8,355+6.9% | $1,942+360.2% |