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 | $156,040 | $27,243+472.8% | $52,425+197.6% | $79,634+95.9% |
| Participation rate | 16.9% | 22.4%-5.5pp | 55.6%-38.8pp | 62.5%-45.6pp |
| Annual return | 16.08% | 63.36%-47.3pp | 302.12%-286.0pp | 36.46%-20.4pp |
| Employer contribution / active EE | $337 | $319+5.7% | $914-63.1% | $2,529-86.7% |
| Participant deferral / active EE | $1,128 | $636+77.4% | $1,790-37.0% | $3,835-70.6% |
| Admin fee / account holder | $2,048 | $2,105-2.7% | $2,495-17.9% | $1,002+104.4% |