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 | $247,053 | $76,738+221.9% | $56,411+338.0% | $145,922+69.3% |
| Participation rate | 30.4% | 63.2%-32.8pp | 52.5%-22.0pp | 80.3%-49.8pp |
| Annual return | 12.93% | 2994.23%-2981.3pp | 1701.33%-1688.4pp | 561.29%-548.4pp |
| Employer contribution / active EE | $715 | $1,380-48.2% | $1,039-31.2% | $4,660-84.7% |
| Participant deferral / active EE | $3,095 | $2,623+18.0% | $1,952+58.6% | $6,688-53.7% |
| Admin fee / account holder | $22,484 | $3,334+574.4% | $2,829+694.8% | $13,397+67.8% |