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 | $93,501 | $102,317-8.6% | $146,958-36.4% | $80,856+15.6% |
| Participation rate | 69.3% | 75.8%-6.5pp | 82.2%-12.8pp | 67.6%+1.7pp |
| Annual return | 18.05% | 134.76%-116.7pp | 418.34%-400.3pp | 35.59%-17.5pp |
| Employer contribution / active EE | $2,930 | $3,713-21.1% | $4,933-40.6% | $2,755+6.4% |
| Participant deferral / active EE | $6,542 | $6,644-1.5% | $8,070-18.9% | $4,296+52.3% |
| Admin fee / account holder | $13,366 | $7,941+68.3% | $12,998+2.8% | $6,918+93.2% |