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 | $134,622 | $132,049+1.9% | $200,582-32.9% | $74,304+81.2% |
| Participation rate | 63.6% | 84.1%-20.4pp | 86.9%-23.2pp | 60.3%+3.3pp |
| Annual return | 46.59% | 22.22%+24.4pp | 42.33%+4.3pp | 29.43%+17.2pp |
| Employer contribution / active EE | $2,854 | $4,558-37.4% | $6,419-55.5% | $2,241+27.3% |
| Participant deferral / active EE | $6,425 | $7,213-10.9% | $9,331-31.1% | $3,767+70.5% |
| Admin fee / account holder | $5,634 | $2,405+134.3% | $16,305-65.4% | $2,969+89.8% |