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 | $87,140 | $58,208+49.7% | $81,812+6.5% | $80,856+7.8% |
| Participation rate | 46.0% | 63.4%-17.4pp | 72.3%-26.3pp | 67.6%-21.6pp |
| Annual return | 63.37% | 41.66%+21.7pp | 773.79%-710.4pp | 35.59%+27.8pp |
| Employer contribution / active EE | $2,125 | $2,340-9.2% | $2,912-27.0% | $2,755-22.8% |
| Participant deferral / active EE | $3,768 | $3,281+14.9% | $4,319-12.7% | $4,296-12.3% |
| Admin fee / account holder | $1,792 | $4,981-64.0% | $7,386-75.7% | $6,918-74.1% |