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 | $117,865 | $100,852+16.9% | $90,404+30.4% | $158,922-25.8% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.7%-6.0pp | 82.0%-15.3pp |
| Annual return | 13.88% | 1724.20%-1710.3pp | 1293.02%-1279.1pp | 302.83%-289.0pp |
| Employer contribution / active EE | $1,410 | $3,689-61.8% | $3,262-56.8% | $4,761-70.4% |
| Participant deferral / active EE | $3,195 | $4,348-26.5% | $3,963-19.4% | $5,982-46.6% |
| Admin fee / account holder | $1,399 | $6,501-78.5% | $5,611-75.1% | $11,246-87.6% |