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 | $218,491 | $48,076+354.5% | $78,689+177.7% | $62,891+247.4% |
| Participation rate | 37.5% | 65.2%-27.7pp | 73.6%-36.1pp | 69.3%-31.8pp |
| Annual return | 6.22% | 31.35%-25.1pp | 62.18%-56.0pp | 20.14%-13.9pp |
| Employer contribution / active EE | $5,629 | $2,015+179.4% | $2,851+97.5% | $2,281+146.8% |
| Participant deferral / active EE | $3,125 | $2,588+20.8% | $3,517-11.1% | $3,203-2.4% |
| Admin fee / account holder | $10,152 | $3,207+216.5% | $4,510+125.1% | $4,296+136.3% |