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 | $109,050 | $56,114+94.3% | $96,139+13.4% | $85,850+27.0% |
| Participation rate | 63.0% | 56.7%+6.2pp | 68.4%-5.5pp | 69.3%-6.4pp |
| Annual return | 12.49% | 42.30%-29.8pp | 191.94%-179.5pp | 318.53%-306.0pp |
| Employer contribution / active EE | $2,174 | $1,620+34.2% | $2,797-22.3% | $2,565-15.3% |
| Participant deferral / active EE | $4,044 | $2,859+41.4% | $4,349-7.0% | $3,952+2.3% |
| Admin fee / account holder | $1,556 | $3,768-58.7% | $5,537-71.9% | $6,260-75.1% |