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 | $143,075 | $78,705+81.8% | $117,854+21.4% | $70,131+104.0% |
| Participation rate | 56.8% | 73.2%-16.4pp | 79.7%-22.9pp | 69.5%-12.8pp |
| Annual return | 19.09% | 23.30%-4.2pp | 335.08%-316.0pp | 73.14%-54.0pp |
| Employer contribution / active EE | $1,932 | $2,223-13.1% | $3,786-49.0% | $2,342-17.5% |
| Participant deferral / active EE | $3,561 | $3,297+8.0% | $4,482-20.5% | $3,332+6.9% |
| Admin fee / account holder | $1,079 | $5,065-78.7% | $8,020-86.5% | $4,645-76.8% |