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 | $157,575 | $159,901-1.5% | $146,958+7.2% | $145,922+8.0% |
| Participation rate | 54.5% | 84.0%-29.4pp | 82.2%-27.6pp | 80.3%-25.7pp |
| Annual return | 14.45% | 98.13%-83.7pp | 418.34%-403.9pp | 561.29%-546.8pp |
| Employer contribution / active EE | $3,338 | $5,286-36.8% | $4,933-32.3% | $4,660-28.4% |
| Participant deferral / active EE | $5,707 | $8,428-32.3% | $8,070-29.3% | $6,688-14.7% |
| Admin fee / account holder | $1,490 | $15,044-90.1% | $12,998-88.5% | $13,397-88.9% |