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 | $160,293 | $111,724+43.5% | $93,606+71.2% | $145,922+9.8% |
| Participation rate | 33.3% | 74.2%-40.9pp | 68.7%-35.4pp | 80.3%-46.9pp |
| Annual return | 8.71% | 202.98%-194.3pp | 133.20%-124.5pp | 561.29%-552.6pp |
| Employer contribution / active EE | $1,528 | $3,090-50.5% | $2,420-36.8% | $4,660-67.2% |
| Participant deferral / active EE | $5,583 | $4,912+13.7% | $4,411+26.6% | $6,688-16.5% |
| Admin fee / account holder | $1,782 | $10,250-82.6% | $8,285-78.5% | $13,397-86.7% |