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 | $63,476 | $58,208+9.1% | $81,812-22.4% | $80,856-21.5% |
| Participation rate | 48.6% | 63.4%-14.8pp | 72.3%-23.7pp | 67.6%-19.0pp |
| Annual return | 58.70% | 41.66%+17.0pp | 773.79%-715.1pp | 35.59%+23.1pp |
| Employer contribution / active EE | $1,538 | $2,340-34.3% | $2,912-47.2% | $2,755-44.2% |
| Participant deferral / active EE | $5,062 | $3,281+54.3% | $4,319+17.2% | $4,296+17.8% |
| Admin fee / account holder | $3,042 | $4,981-38.9% | $7,386-58.8% | $6,918-56.0% |