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 | $165,871 | $183,963-9.8% | $162,163+2.3% | $152,861+8.5% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.4%-15.8pp |
| Annual return | 61.14% | 150.76%-89.6pp | 115.59%-54.5pp | 345.32%-284.2pp |
| Employer contribution / active EE | $1,928 | $6,371-69.7% | $5,614-65.7% | $4,762-59.5% |
| Participant deferral / active EE | $9,404 | $8,034+17.1% | $7,298+28.9% | $5,850+60.7% |
| Admin fee / account holder | $738 | $13,121-94.4% | $10,843-93.2% | $11,596-93.6% |