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 | $96,864 | $53,127+82.3% | $86,590+11.9% | $70,131+38.1% |
| Participation rate | 64.3% | 65.3%-1.0pp | 73.5%-9.3pp | 69.5%-5.3pp |
| Annual return | 19.69% | 27.66%-8.0pp | 964.84%-945.1pp | 73.14%-53.4pp |
| Employer contribution / active EE | $2,743 | $2,068+32.6% | $2,839-3.4% | $2,342+17.1% |
| Participant deferral / active EE | $6,111 | $2,696+126.7% | $3,609+69.3% | $3,332+83.4% |
| Admin fee / account holder | $9,860 | $3,585+175.0% | $4,906+101.0% | $4,645+112.3% |