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 | $119,682 | $96,305+24.3% | $80,569+48.5% | $139,434-14.2% |
| Participation rate | 38.5% | 73.6%-35.2pp | 67.0%-28.5pp | 80.3%-41.9pp |
| Annual return | 22.04% | 1350.08%-1328.0pp | 935.43%-913.4pp | 372.94%-350.9pp |
| Employer contribution / active EE | $919 | $3,262-71.8% | $2,723-66.2% | $4,751-80.6% |
| Participant deferral / active EE | $3,528 | $5,232-32.6% | $4,447-20.7% | $6,710-47.4% |
| Admin fee / account holder | $5,520 | $6,599-16.3% | $5,377+2.7% | $11,403-51.6% |