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 | $119,868 | $101,317+18.3% | $146,958-18.4% | $74,495+60.9% |
| Participation rate | 23.6% | 75.5%-52.0pp | 82.2%-58.6pp | 67.2%-43.6pp |
| Annual return | 14.13% | 8730.91%-8716.8pp | 418.34%-404.2pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $1,098 | $3,810-71.2% | $4,933-77.7% | $2,623-58.1% |
| Participant deferral / active EE | $3,141 | $7,303-57.0% | $8,070-61.1% | $4,346-27.7% |
| Admin fee / account holder | $11,252 | $1,739+547.1% | $12,998-13.4% | $1,942+479.5% |