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 5-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 | $189,478 | $102,317+85.2% | $146,958+28.9% | $80,856+134.3% |
| Participation rate | 69.4% | 75.8%-6.4pp | 82.2%-12.8pp | 67.6%+1.7pp |
| Annual return | 16.63% | 134.76%-118.1pp | 418.34%-401.7pp | 35.59%-19.0pp |
| Employer contribution / active EE | $2,190 | $3,713-41.0% | $4,933-55.6% | $2,755-20.5% |
| Participant deferral / active EE | $9,558 | $6,644+43.9% | $8,070+18.4% | $4,296+122.5% |
| Admin fee / account holder | $1,211 | $7,941-84.8% | $12,998-90.7% | $6,918-82.5% |