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 | $120,313 | $112,096+7.3% | $95,952+25.4% | $158,922-24.3% |
| Participation rate | 61.1% | 79.0%-17.9pp | 77.1%-16.0pp | 82.0%-20.8pp |
| Annual return | 23.86% | 171.09%-147.2pp | 91.61%-67.8pp | 302.83%-279.0pp |
| Employer contribution / active EE | $733 | $3,198-77.1% | $2,541-71.2% | $4,761-84.6% |
| Participant deferral / active EE | $6,296 | $4,784+31.6% | $4,167+51.1% | $5,982+5.2% |
| Admin fee / account holder | $17,123 | $10,130+69.0% | $6,795+152.0% | $11,246+52.3% |