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 | $78,657 | $58,927+33.5% | $76,817+2.4% | $72,985+7.8% |
| Participation rate | 63.4% | 67.3%-3.9pp | 72.1%-8.7pp | 69.5%-6.1pp |
| Annual return | 18.82% | 2305.64%-2286.8pp | 1166.11%-1147.3pp | 81.00%-62.2pp |
| Employer contribution / active EE | $695 | $1,787-61.1% | $2,302-69.8% | $2,440-71.5% |
| Participant deferral / active EE | $3,137 | $2,690+16.6% | $3,336-6.0% | $3,607-13.0% |
| Admin fee / account holder | $6,776 | $4,013+68.9% | $6,420+5.5% | $5,124+32.2% |