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 | $90,176 | $101,499-11.2% | $147,005-38.7% | $74,546+21.0% |
| Participation rate | 69.7% | 75.5%-5.9pp | 82.2%-12.5pp | 67.2%+2.5pp |
| Annual return | 16.57% | 8732.34%-8715.8pp | 418.76%-402.2pp | 1366.03%-1349.5pp |
| Employer contribution / active EE | $1,253 | $3,811-67.1% | $4,934-74.6% | $2,624-52.3% |
| Participant deferral / active EE | $6,206 | $7,304-15.0% | $8,070-23.1% | $4,347+42.8% |
| Admin fee / account holder | $4,230 | $1,748+142.0% | $13,006-67.5% | $1,944+117.6% |