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 | $143,817 | $137,414+4.7% | $189,513-24.1% | $85,850+67.5% |
| Participation rate | 66.7% | 84.6%-17.9pp | 87.8%-21.1pp | 69.3%-2.6pp |
| Annual return | 15.20% | 38.14%-22.9pp | 555.15%-540.0pp | 318.53%-303.3pp |
| Employer contribution / active EE | $1,961 | $4,344-54.9% | $6,162-68.2% | $2,565-23.6% |
| Participant deferral / active EE | $8,441 | $6,260+34.8% | $8,221+2.7% | $3,952+113.6% |
| Admin fee / account holder | $1,413 | $8,630-83.6% | $12,045-88.3% | $6,260-77.4% |