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 | $112,947 | $109,327+3.3% | $89,391+26.4% | $158,922-28.9% |
| Participation rate | 63.6% | 74.3%-10.6pp | 68.0%-4.3pp | 82.0%-18.3pp |
| Annual return | 20.51% | 345.68%-325.2pp | 245.62%-225.1pp | 302.83%-282.3pp |
| Employer contribution / active EE | $2,902 | $3,170-8.4% | $2,586+12.3% | $4,761-39.0% |
| Participant deferral / active EE | $6,797 | $4,598+47.8% | $3,890+74.7% | $5,982+13.6% |
| Admin fee / account holder | $339 | $6,153-94.5% | $4,881-93.0% | $11,246-97.0% |