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 | $197,619 | $217,402-9.1% | $185,823+6.3% | $167,490+18.0% |
| Participation rate | 68.2% | 86.0%-17.9pp | 81.7%-13.5pp | 82.1%-13.9pp |
| Annual return | 11.53% | 148.36%-136.8pp | 122.05%-110.5pp | 478.56%-467.0pp |
| Employer contribution / active EE | $1,577 | $5,873-73.1% | $5,167-69.5% | $4,837-67.4% |
| Participant deferral / active EE | $5,450 | $6,356-14.3% | $5,568-2.1% | $6,341-14.1% |
| Admin fee / account holder | $2,043 | $19,811-89.7% | $16,237-87.4% | $12,309-83.4% |