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 | $123,295 | $99,020+24.5% | $86,590+42.4% | $147,584-16.5% |
| Participation rate | 55.6% | 76.3%-20.8pp | 73.5%-18.0pp | 82.8%-27.3pp |
| Annual return | 13.25% | 1312.34%-1299.1pp | 964.84%-951.6pp | 578.55%-565.3pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,399 | $3,972-14.4% | $3,609-5.8% | $5,439-37.5% |
| Admin fee / account holder | $3,422 | $5,710-40.1% | $4,906-30.3% | $10,885-68.6% |