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 6-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 | $217,278 | $80,724+169.2% | $103,333+110.3% | $74,495+191.7% |
| Participation rate | 42.3% | 65.7%-23.4pp | 74.5%-32.2pp | 67.2%-24.9pp |
| Annual return | 194.65% | 27.56%+167.1pp | 24.88%+169.8pp | 1364.94%-1170.3pp |
| Employer contribution / active EE | $1,859 | $3,157-41.1% | $3,868-51.9% | $2,623-29.1% |
| Participant deferral / active EE | $4,078 | $3,860+5.6% | $5,057-19.4% | $4,346-6.2% |
| Admin fee / account holder | $1,834 | $2,368-22.5% | $8,355-78.0% | $1,942-5.5% |