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 | $186,747 | $202,432-7.7% | $169,368+10.3% | $139,434+33.9% |
| Participation rate | 37.5% | 81.1%-43.6pp | 77.1%-39.6pp | 80.3%-42.8pp |
| Annual return | 14.94% | 531.74%-516.8pp | 405.60%-390.7pp | 372.94%-358.0pp |
| Employer contribution / active EE | $1,970 | $4,692-58.0% | $4,013-50.9% | $4,751-58.5% |
| Participant deferral / active EE | $2,328 | $6,938-66.4% | $6,221-62.6% | $6,710-65.3% |
| Admin fee / account holder | $3,944 | $10,708-63.2% | $9,003-56.2% | $11,403-65.4% |