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 | $115,771 | $48,570+138.4% | $130,648-11.4% | $72,985+58.6% |
| Participation rate | 68.9% | 58.6%+10.3pp | 71.7%-2.9pp | 69.5%-0.6pp |
| Annual return | 26.02% | 38.63%-12.6pp | 1708.96%-1682.9pp | 81.00%-55.0pp |
| Employer contribution / active EE | $2,066 | $1,334+54.8% | $4,092-49.5% | $2,440-15.3% |
| Participant deferral / active EE | $5,455 | $2,384+128.8% | $3,603+51.4% | $3,607+51.2% |
| Admin fee / account holder | $646 | $3,549-81.8% | $5,464-88.2% | $5,124-87.4% |