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 | $114,933 | $104,486+10.0% | $76,817+49.6% | $152,861-24.8% |
| Participation rate | 40.0% | 76.6%-36.6pp | 72.1%-32.1pp | 82.4%-42.4pp |
| Annual return | 21.88% | 1013.37%-991.5pp | 1166.11%-1144.2pp | 345.32%-323.4pp |
| Employer contribution / active EE | $1,278 | $3,116-59.0% | $2,302-44.5% | $4,762-73.2% |
| Participant deferral / active EE | $5,378 | $4,236+27.0% | $3,336+61.2% | $5,850-8.1% |
| Admin fee / account holder | $24,481 | $12,275+99.4% | $6,420+281.3% | $11,596+111.1% |