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 | $68,354 | $49,922+36.9% | $80,569-15.2% | $75,163-9.1% |
| Participation rate | 64.9% | 55.3%+9.6pp | 67.0%-2.1pp | 67.2%-2.3pp |
| Annual return | 18.38% | 34.69%-16.3pp | 935.43%-917.1pp | 160.62%-142.2pp |
| Employer contribution / active EE | $1,577 | $1,698-7.1% | $2,723-42.1% | $2,670-40.9% |
| Participant deferral / active EE | $2,109 | $2,990-29.5% | $4,447-52.6% | $4,125-48.9% |
| Admin fee / account holder | $1,481 | $3,577-58.6% | $5,377-72.5% | $5,651-73.8% |