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 | $124,956 | $64,839+92.7% | $95,585+30.7% | $84,808+47.3% |
| Participation rate | 64.2% | 63.8%+0.4pp | 72.1%-7.9pp | 68.3%-4.1pp |
| Annual return | 15.06% | -670.96%+686.0pp | 38.56%-23.5pp | 40.90%-25.8pp |
| Employer contribution / active EE | $2,087 | $1,759+18.6% | $2,527-17.4% | $2,631-20.7% |
| Participant deferral / active EE | $5,274 | $2,965+77.9% | $4,023+31.1% | $4,212+25.2% |
| Admin fee / account holder | $10,881 | $5,964+82.4% | $6,127+77.6% | $7,344+48.2% |