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 | $129,454 | $102,317+26.5% | $146,958-11.9% | $80,856+60.1% |
| Participation rate | 68.8% | 75.8%-7.1pp | 82.2%-13.4pp | 67.6%+1.1pp |
| Annual return | 15.93% | 134.76%-118.8pp | 418.34%-402.4pp | 35.59%-19.7pp |
| Employer contribution / active EE | $4,998 | $3,713+34.6% | $4,933+1.3% | $2,755+81.4% |
| Participant deferral / active EE | $11,322 | $6,644+70.4% | $8,070+40.3% | $4,296+163.6% |
| Admin fee / account holder | $31,997 | $7,941+302.9% | $12,998+146.2% | $6,918+362.5% |