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 | $144,241 | $97,757+47.6% | $83,848+72.0% | $135,375+6.5% |
| Participation rate | 63.6% | 80.0%-16.3pp | 76.1%-12.5pp | 82.6%-19.0pp |
| Annual return | 11.54% | 1287.37%-1275.8pp | 850.88%-839.3pp | 519.73%-508.2pp |
| Employer contribution / active EE | $1,501 | $4,222-64.4% | $3,631-58.7% | $4,779-68.6% |
| Participant deferral / active EE | $3,877 | $4,682-17.2% | $4,082-5.0% | $5,609-30.9% |
| Admin fee / account holder | $6,949 | $6,674+4.1% | $5,478+26.9% | $10,827-35.8% |