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 8-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 | $119,203 | $104,907+13.6% | $84,611+40.9% | $152,861-22.0% |
| Participation rate | 60.0% | 74.8%-14.8pp | 68.2%-8.2pp | 82.4%-22.4pp |
| Annual return | 20.70% | 373.79%-353.1pp | 258.74%-238.0pp | 345.32%-324.6pp |
| Employer contribution / active EE | $1,112 | $3,302-66.3% | $2,652-58.1% | $4,762-76.6% |
| Participant deferral / active EE | $2,050 | $4,688-56.3% | $3,899-47.4% | $5,850-65.0% |
| Admin fee / account holder | $1,155 | $6,241-81.5% | $4,912-76.5% | $11,596-90.0% |