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 | $111,991 | $83,902+33.5% | $167,512-33.1% | $84,808+32.1% |
| Participation rate | 51.4% | 66.5%-15.0pp | 77.1%-25.6pp | 68.3%-16.9pp |
| Annual return | 17.05% | 91.55%-74.5pp | 1615.79%-1598.7pp | 40.90%-23.8pp |
| Employer contribution / active EE | $1,903 | $2,264-15.9% | $3,882-51.0% | $2,631-27.7% |
| Participant deferral / active EE | $3,084 | $4,442-30.6% | $6,405-51.9% | $4,212-26.8% |
| Admin fee / account holder | $7,928 | $7,915+0.2% | $9,769-18.8% | $7,344+8.0% |