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 | $89,890 | $63,703+41.1% | $93,063-3.4% | $82,448+9.0% |
| Participation rate | 68.9% | 63.8%+5.1pp | 72.1%-3.2pp | 68.1%+0.8pp |
| Annual return | 14.75% | -775.43%+790.2pp | 34.15%-19.4pp | 41.64%-26.9pp |
| Employer contribution / active EE | $1,924 | $1,729+11.3% | $2,476-22.3% | $2,551-24.6% |
| Participant deferral / active EE | $2,821 | $2,919-3.4% | $3,958-28.7% | $4,139-31.9% |
| Admin fee / account holder | $3,100 | $5,982-48.2% | $6,033-48.6% | $7,234-57.2% |