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 | $100,970 | $102,966-1.9% | $90,281+11.8% | $152,861-33.9% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.4%-32.4pp |
| Annual return | 21.78% | 95.16%-73.4pp | 78.10%-56.3pp | 345.32%-323.5pp |
| Employer contribution / active EE | $592 | $3,139-81.2% | $2,854-79.3% | $4,762-87.6% |
| Participant deferral / active EE | $2,219 | $4,281-48.2% | $3,885-42.9% | $5,850-62.1% |
| Admin fee / account holder | $600 | $6,171-90.3% | $5,351-88.8% | $11,596-94.8% |