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 | $202,828 | $154,117+31.6% | $129,995+56.0% | $139,434+45.5% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.5%-11.8pp | 80.3%-13.7pp |
| Annual return | 13.42% | 32.48%-19.1pp | -137.18%+150.6pp | 372.94%-359.5pp |
| Employer contribution / active EE | $2,472 | $5,289-53.3% | $4,320-42.8% | $4,751-48.0% |
| Participant deferral / active EE | $8,596 | $6,710+28.1% | $5,820+47.7% | $6,710+28.1% |
| Admin fee / account holder | $2,300 | $14,007-83.6% | $10,614-78.3% | $11,403-79.8% |