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 7-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 | $98,009 | $53,516+83.1% | $126,539-22.5% | $84,808+15.6% |
| Participation rate | 55.6% | 58.2%-2.7pp | 69.8%-14.3pp | 68.3%-12.8pp |
| Annual return | 17.07% | 58.34%-41.3pp | 425.95%-408.9pp | 40.90%-23.8pp |
| Employer contribution / active EE | $2,014 | $1,535+31.2% | $3,674-45.2% | $2,631-23.4% |
| Participant deferral / active EE | $3,668 | $2,671+37.4% | $4,083-10.2% | $4,212-12.9% |
| Admin fee / account holder | $1,876 | $4,497-58.3% | $6,065-69.1% | $7,344-74.5% |