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 | $93,468 | $49,173+90.1% | $121,098-22.8% | $75,163+24.4% |
| Participation rate | 57.6% | 55.4%+2.2pp | 69.5%-11.9pp | 67.2%-9.6pp |
| Annual return | 14.57% | 55.99%-41.4pp | 985.75%-971.2pp | 160.62%-146.1pp |
| Employer contribution / active EE | $1,857 | $1,546+20.1% | $4,164-55.4% | $2,670-30.5% |
| Participant deferral / active EE | $4,558 | $2,628+73.5% | $4,080+11.7% | $4,125+10.5% |
| Admin fee / account holder | $7,966 | $3,942+102.1% | $5,644+41.1% | $5,651+41.0% |