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 | $80,960 | $58,208+39.1% | $81,812-1.0% | $80,856+0.1% |
| Participation rate | 68.5% | 63.4%+5.1pp | 72.3%-3.9pp | 67.6%+0.9pp |
| Annual return | 13.05% | 41.66%-28.6pp | 773.79%-760.7pp | 35.59%-22.5pp |
| Employer contribution / active EE | $2,497 | $2,340+6.7% | $2,912-14.2% | $2,755-9.3% |
| Participant deferral / active EE | $5,542 | $3,281+68.9% | $4,319+28.3% | $4,296+29.0% |
| Admin fee / account holder | $3,372 | $4,981-32.3% | $7,386-54.4% | $6,918-51.3% |