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 | $99,218 | $30,400+226.4% | $53,898+84.1% | $84,808+17.0% |
| Participation rate | 37.5% | 46.4%-8.9pp | 55.0%-17.5pp | 68.3%-30.8pp |
| Annual return | 22.63% | 500.19%-477.6pp | 528.60%-506.0pp | 40.90%-18.3pp |
| Employer contribution / active EE | $740 | $603+22.7% | $932-20.7% | $2,631-71.9% |
| Participant deferral / active EE | $1,929 | $1,199+60.9% | $1,826+5.6% | $4,212-54.2% |
| Admin fee / account holder | $2,406 | $1,993+20.7% | $2,491-3.4% | $7,344-67.2% |