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 | $62,558 | $48,570+28.8% | $130,648-52.1% | $72,985-14.3% |
| Participation rate | 59.5% | 58.6%+1.0pp | 71.7%-12.2pp | 69.5%-10.0pp |
| Annual return | 20.10% | 38.63%-18.5pp | 1708.96%-1688.9pp | 81.00%-60.9pp |
| Employer contribution / active EE | $1,543 | $1,334+15.7% | $4,092-62.3% | $2,440-36.7% |
| Participant deferral / active EE | $3,178 | $2,384+33.3% | $3,603-11.8% | $3,607-11.9% |
| Admin fee / account holder | $14,904 | $3,549+319.9% | $5,464+172.7% | $5,124+190.8% |