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 | $108,185 | $100,901+7.2% | $75,670+43.0% | $147,584-26.7% |
| Participation rate | 55.6% | 77.1%-21.6pp | 72.3%-16.8pp | 82.8%-27.3pp |
| Annual return | 13.86% | 35.78%-21.9pp | 27.34%-13.5pp | 578.55%-564.7pp |
| Employer contribution / active EE | $640 | $3,253-80.3% | $2,352-72.8% | $4,876-86.9% |
| Participant deferral / active EE | $2,559 | $4,027-36.5% | $3,142-18.6% | $5,439-53.0% |
| Admin fee / account holder | $1,688 | $11,285-85.0% | $5,800-70.9% | $10,885-84.5% |