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 | $92,503 | $115,882-20.2% | $100,516-8.0% | $158,922-41.8% |
| Participation rate | 50.0% | 81.6%-31.6pp | 79.4%-29.4pp | 82.0%-32.0pp |
| Annual return | 165.27% | 34.79%+130.5pp | 30.89%+134.4pp | 302.83%-137.6pp |
| Employer contribution / active EE | $3,069 | $4,103-25.2% | $3,418-10.2% | $4,761-35.5% |
| Participant deferral / active EE | $7,673 | $6,674+15.0% | $6,270+22.4% | $5,982+28.3% |
| Admin fee / account holder | $8,454 | $10,995-23.1% | $8,081+4.6% | $11,246-24.8% |