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 | $243,181 | $102,604+137.0% | $86,188+182.2% | $139,434+74.4% |
| Participation rate | 0.0% | 74.5%-74.5pp | 69.0%-69.0pp | 80.3%-80.3pp |
| Annual return | 14.21% | 1922.51%-1908.3pp | 1168.45%-1154.2pp | 372.94%-358.7pp |
| Employer contribution / active EE | $1,561 | $3,032-48.5% | $2,380-34.4% | $4,751-67.2% |
| Participant deferral / active EE | $3,393 | $4,676-27.4% | $3,985-14.9% | $6,710-49.4% |
| Admin fee / account holder | $1,568 | $8,657-81.9% | $6,852-77.1% | $11,403-86.3% |