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 3-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 | $169,031 | $74,927+125.6% | $101,794+66.1% | $84,808+99.3% |
| Participation rate | 55.2% | 61.4%-6.2pp | 69.2%-14.0pp | 68.3%-13.1pp |
| Annual return | 44.42% | 18.70%+25.7pp | 30.53%+13.9pp | 40.90%+3.5pp |
| Employer contribution / active EE | $1,177 | $1,522-22.7% | $2,289-48.6% | $2,631-55.3% |
| Participant deferral / active EE | $4,297 | $3,099+38.6% | $4,084+5.2% | $4,212+2.0% |
| Admin fee / account holder | $2,131 | $6,514-67.3% | $8,777-75.7% | $7,344-71.0% |