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 | $91,328 | $99,020-7.8% | $86,590+5.5% | $147,584-38.1% |
| Participation rate | 58.8% | 76.3%-17.5pp | 73.5%-14.7pp | 82.8%-24.0pp |
| Annual return | 17.70% | 1312.34%-1294.6pp | 964.84%-947.1pp | 578.55%-560.8pp |
| Employer contribution / active EE | $464 | $3,132-85.2% | $2,839-83.7% | $4,876-90.5% |
| Participant deferral / active EE | $3,624 | $3,972-8.8% | $3,609+0.4% | $5,439-33.4% |
| Admin fee / account holder | $503 | $5,710-91.2% | $4,906-89.7% | $10,885-95.4% |