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 | $182,121 | $70,669+157.7% | $169,368+7.5% | $75,163+142.3% |
| Participation rate | 65.0% | 64.8%+0.2pp | 77.1%-12.1pp | 67.2%-2.2pp |
| Annual return | 16.83% | 36.36%-19.5pp | 405.60%-388.8pp | 160.62%-143.8pp |
| Employer contribution / active EE | $1,162 | $2,211-47.4% | $4,013-71.0% | $2,670-56.5% |
| Participant deferral / active EE | $4,847 | $4,311+12.4% | $6,221-22.1% | $4,125+17.5% |
| Admin fee / account holder | $24,831 | $5,402+359.6% | $9,003+175.8% | $5,651+339.4% |