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 | $99,412 | $57,281+73.6% | $86,612+14.8% | $75,163+32.3% |
| Participation rate | 63.8% | 63.2%+0.6pp | 71.7%-7.9pp | 67.2%-3.4pp |
| Annual return | 19.21% | 2670.75%-2651.5pp | 591.07%-571.9pp | 160.62%-141.4pp |
| Employer contribution / active EE | $2,076 | $2,314-10.3% | $3,022-31.3% | $2,670-22.2% |
| Participant deferral / active EE | $6,384 | $3,318+92.4% | $4,438+43.9% | $4,125+54.8% |
| Admin fee / account holder | $9,560 | $4,112+132.5% | $5,614+70.3% | $5,651+69.2% |