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 | $156,540 | $100,852+55.2% | $90,404+73.2% | $158,922-1.5% |
| Participation rate | 54.2% | 75.0%-20.9pp | 72.7%-18.5pp | 82.0%-27.8pp |
| Annual return | 9.02% | 1724.20%-1715.2pp | 1293.02%-1284.0pp | 302.83%-293.8pp |
| Employer contribution / active EE | $1,756 | $3,689-52.4% | $3,262-46.2% | $4,761-63.1% |
| Participant deferral / active EE | $3,030 | $4,348-30.3% | $3,963-23.5% | $5,982-49.3% |
| Admin fee / account holder | $24,258 | $6,501+273.1% | $5,611+332.4% | $11,246+115.7% |