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 | $160,316 | $102,382+56.6% | $147,005+9.1% | $80,874+98.2% |
| Participation rate | 65.7% | 75.8%-10.1pp | 82.2%-16.4pp | 67.6%-1.9pp |
| Annual return | 17.19% | 134.89%-117.7pp | 418.76%-401.6pp | 35.62%-18.4pp |
| Employer contribution / active EE | $2,585 | $3,715-30.4% | $4,934-47.6% | $2,756-6.2% |
| Participant deferral / active EE | $6,252 | $6,646-5.9% | $8,070-22.5% | $4,297+45.5% |
| Admin fee / account holder | $383 | $7,942-95.2% | $13,006-97.1% | $6,935-94.5% |