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 | $160,420 | $165,335-3.0% | $149,696+7.2% | $158,922+0.9% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 12.21% | 348.15%-335.9pp | 276.60%-264.4pp | 302.83%-290.6pp |
| Employer contribution / active EE | $13,114 | $5,103+157.0% | $4,644+182.4% | $4,761+175.4% |
| Participant deferral / active EE | $8,862 | $7,181+23.4% | $6,842+29.5% | $5,982+48.1% |
| Admin fee / account holder | $67,957 | $10,807+528.9% | $9,309+630.0% | $11,246+504.3% |