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 | $162,029 | $183,963-11.9% | $162,163-0.1% | $152,861+6.0% |
| Participation rate | 47.6% | 88.5%-40.9pp | 87.6%-39.9pp | 82.4%-34.8pp |
| Annual return | 26.48% | 150.76%-124.3pp | 115.59%-89.1pp | 345.32%-318.8pp |
| Employer contribution / active EE | $1,740 | $6,371-72.7% | $5,614-69.0% | $4,762-63.5% |
| Participant deferral / active EE | $5,674 | $8,034-29.4% | $7,298-22.2% | $5,850-3.0% |
| Admin fee / account holder | $1,790 | $13,121-86.4% | $10,843-83.5% | $11,596-84.6% |