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 | $108,910 | $109,982-1.0% | $97,226+12.0% | $145,922-25.4% |
| Participation rate | 46.2% | 75.9%-29.8pp | 72.7%-26.5pp | 80.3%-34.1pp |
| Annual return | 9.81% | 242.90%-233.1pp | 75.13%-65.3pp | 561.29%-551.5pp |
| Employer contribution / active EE | $1,039 | $3,084-66.3% | $2,729-61.9% | $4,660-77.7% |
| Participant deferral / active EE | $3,383 | $4,676-27.7% | $4,264-20.7% | $6,688-49.4% |
| Admin fee / account holder | $5,269 | $6,221-15.3% | $5,654-6.8% | $13,397-60.7% |