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 | $89,151 | $88,083+1.2% | $164,813-45.9% | $74,495+19.7% |
| Participation rate | 60.6% | 73.0%-12.4pp | 78.6%-18.0pp | 67.2%-6.6pp |
| Annual return | 19.09% | 17.26%+1.8pp | 69.93%-50.8pp | 1364.94%-1345.8pp |
| Employer contribution / active EE | $0 | $2,593-100.0% | $4,341-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $3,010 | $4,498-33.1% | $6,031-50.1% | $4,346-30.7% |
| Admin fee / account holder | $18,653 | $2,234+735.1% | $12,690+47.0% | $1,942+860.7% |