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 | $154,658 | $148,534+4.1% | $135,903+13.8% | $139,434+10.9% |
| Participation rate | 56.3% | 83.9%-27.6pp | 81.9%-25.7pp | 80.3%-24.1pp |
| Annual return | 14.49% | 79.19%-64.7pp | 68.23%-53.7pp | 372.94%-358.5pp |
| Employer contribution / active EE | $1,493 | $5,243-71.5% | $4,856-69.3% | $4,751-68.6% |
| Participant deferral / active EE | $7,757 | $8,100-4.2% | $7,7580% | $6,710+15.6% |
| Admin fee / account holder | $5,403 | $12,400-56.4% | $10,762-49.8% | $11,403-52.6% |