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 | $125,943 | $80,812+55.8% | $160,784-21.7% | $82,448+52.8% |
| Participation rate | 62.1% | 66.2%-4.2pp | 77.0%-14.9pp | 68.1%-6.0pp |
| Annual return | 13.94% | 100.59%-86.7pp | 1803.92%-1790.0pp | 41.64%-27.7pp |
| Employer contribution / active EE | $1,922 | $2,174-11.6% | $3,733-48.5% | $2,551-24.6% |
| Participant deferral / active EE | $3,850 | $4,335-11.2% | $6,293-38.8% | $4,139-7.0% |
| Admin fee / account holder | $12,611 | $7,695+63.9% | $9,717+29.8% | $7,234+74.3% |