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 | $80,172 | $74,888+7.1% | $71,209+12.6% | $142,382-43.7% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.1%-13.5pp |
| Annual return | 16.09% | 345.14%-329.1pp | 282.51%-266.4pp | 217.08%-201.0pp |
| Employer contribution / active EE | $5,889 | $2,854+106.3% | $2,721+116.4% | $4,299+37.0% |
| Participant deferral / active EE | $3,768 | $4,454-15.4% | $4,175-9.8% | $6,507-42.1% |
| Admin fee / account holder | $1,365 | $5,568-75.5% | $5,349-74.5% | $12,624-89.2% |