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 | $131,136 | $124,185+5.6% | $108,410+21.0% | $167,490-21.7% |
| Participation rate | 69.6% | 82.3%-12.7pp | 80.1%-10.6pp | 82.1%-12.5pp |
| Annual return | 13.98% | 1379.64%-1365.7pp | 905.27%-891.3pp | 478.56%-464.6pp |
| Employer contribution / active EE | $2,806 | $4,187-33.0% | $3,558-21.1% | $4,837-42.0% |
| Participant deferral / active EE | $5,979 | $6,908-13.5% | $6,563-8.9% | $6,341-5.7% |
| Admin fee / account holder | $8,203 | $9,455-13.2% | $7,295+12.4% | $12,309-33.4% |