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 | $127,640 | $102,966+24.0% | $90,281+41.4% | $152,861-16.5% |
| Participation rate | 63.6% | 75.9%-12.2pp | 73.3%-9.6pp | 82.4%-18.8pp |
| Annual return | 24.56% | 95.16%-70.6pp | 78.10%-53.5pp | 345.32%-320.8pp |
| Employer contribution / active EE | $1,374 | $3,139-56.2% | $2,854-51.9% | $4,762-71.2% |
| Participant deferral / active EE | $3,878 | $4,281-9.4% | $3,885-0.2% | $5,850-33.7% |
| Admin fee / account holder | $2,356 | $6,171-61.8% | $5,351-56.0% | $11,596-79.7% |