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 | $157,728 | $157,256+0.3% | $141,162+11.7% | $152,861+3.2% |
| Participation rate | 46.2% | 84.8%-38.7pp | 82.5%-36.3pp | 82.4%-36.3pp |
| Annual return | 15.66% | 64.32%-48.7pp | 71.39%-55.7pp | 345.32%-329.7pp |
| Employer contribution / active EE | $4,154 | $5,261-21.0% | $4,735-12.3% | $4,762-12.8% |
| Participant deferral / active EE | $7,545 | $7,109+6.1% | $6,709+12.5% | $5,850+29.0% |
| Admin fee / account holder | $415 | $12,120-96.6% | $10,261-96.0% | $11,596-96.4% |