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 | $215,275 | $87,733+145.4% | $106,548+102.0% | $85,850+150.8% |
| Participation rate | 42.5% | 71.9%-29.5pp | 76.1%-33.7pp | 69.3%-26.8pp |
| Annual return | 13.83% | 21.86%-8.0pp | 26.80%-13.0pp | 318.53%-304.7pp |
| Employer contribution / active EE | $485 | $2,073-76.6% | $2,819-82.8% | $2,565-81.1% |
| Participant deferral / active EE | $2,894 | $3,469-16.6% | $4,398-34.2% | $3,952-26.8% |
| Admin fee / account holder | $9,070 | $6,767+34.0% | $7,407+22.4% | $6,260+44.9% |