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 | $188,984 | $125,758+50.3% | $169,993+11.2% | $75,163+151.4% |
| Participation rate | 46.2% | 83.6%-37.4pp | 87.0%-40.8pp | 67.2%-21.0pp |
| Annual return | 19.13% | 27.20%-8.1pp | 53.37%-34.2pp | 160.62%-141.5pp |
| Employer contribution / active EE | $2,742 | $4,615-40.6% | $6,785-59.6% | $2,670+2.7% |
| Participant deferral / active EE | $5,731 | $6,837-16.2% | $10,408-44.9% | $4,125+38.9% |
| Admin fee / account holder | $1,619 | $8,173-80.2% | $12,815-87.4% | $5,651-71.3% |