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 | $107,776 | $105,998+1.7% | $92,233+16.9% | $147,584-27.0% |
| Participation rate | 68.2% | 80.4%-12.2pp | 76.5%-8.3pp | 82.8%-14.6pp |
| Annual return | 12.70% | 50.05%-37.3pp | 176.28%-163.6pp | 578.55%-565.8pp |
| Employer contribution / active EE | $1,732 | $4,333-60.0% | $3,679-52.9% | $4,876-64.5% |
| Participant deferral / active EE | $5,668 | $4,478+26.6% | $3,897+45.5% | $5,439+4.2% |
| Admin fee / account holder | $25,996 | $6,332+310.5% | $5,194+400.6% | $10,885+138.8% |