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 | $91,938 | $85,202+7.9% | $172,739-46.8% | $72,985+26.0% |
| Participation rate | 69.2% | 70.1%-0.8pp | 82.6%-13.4pp | 69.5%-0.3pp |
| Annual return | 22.58% | 27.32%-4.7pp | 802.84%-780.3pp | 81.00%-58.4pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,366 | $3,260-27.4% | $5,198-54.5% | $3,607-34.4% |
| Admin fee / account holder | $1,219 | $5,884-79.3% | $13,954-91.3% | $5,124-76.2% |