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 | $134,592 | $104,251+29.1% | $91,001+47.9% | $147,584-8.8% |
| Participation rate | 63.6% | 78.2%-14.6pp | 75.6%-12.0pp | 82.8%-19.2pp |
| Annual return | 21.17% | 27.06%-5.9pp | 4.60%+16.6pp | 578.55%-557.4pp |
| Employer contribution / active EE | $2,109 | $3,116-32.3% | $2,456-14.1% | $4,876-56.7% |
| Participant deferral / active EE | $4,423 | $4,195+5.4% | $3,547+24.7% | $5,439-18.7% |
| Admin fee / account holder | $400 | $8,948-95.5% | $5,417-92.6% | $10,885-96.3% |