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 | $131,544 | $112,096+17.4% | $95,952+37.1% | $158,922-17.2% |
| Participation rate | 63.2% | 79.0%-15.8pp | 77.1%-13.9pp | 82.0%-18.8pp |
| Annual return | 10.12% | 171.09%-161.0pp | 91.61%-81.5pp | 302.83%-292.7pp |
| Employer contribution / active EE | $990 | $3,198-69.0% | $2,541-61.0% | $4,761-79.2% |
| Participant deferral / active EE | $2,740 | $4,784-42.7% | $4,167-34.2% | $5,982-54.2% |
| Admin fee / account holder | $29,463 | $10,130+190.8% | $6,795+333.6% | $11,246+162.0% |