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 | $93,667 | $102,604-8.7% | $86,188+8.7% | $139,434-32.8% |
| Participation rate | 55.6% | 74.5%-18.9pp | 69.0%-13.4pp | 80.3%-24.8pp |
| Annual return | 15.05% | 1922.51%-1907.5pp | 1168.45%-1153.4pp | 372.94%-357.9pp |
| Employer contribution / active EE | $2,080 | $3,032-31.4% | $2,380-12.6% | $4,751-56.2% |
| Participant deferral / active EE | $4,623 | $4,676-1.1% | $3,985+16.0% | $6,710-31.1% |
| Admin fee / account holder | $6,496 | $8,657-25.0% | $6,852-5.2% | $11,403-43.0% |