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 | $106,658 | $85,766+24.4% | $136,294-21.7% | $70,131+52.1% |
| Participation rate | 63.6% | 74.2%-10.5pp | 81.9%-18.3pp | 69.5%-5.9pp |
| Annual return | 15.93% | 31.45%-15.5pp | 5155.94%-5140.0pp | 73.14%-57.2pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $5,485 | $5,051+8.6% | $6,247-12.2% | $3,332+64.6% |
| Admin fee / account holder | $9,343 | $5,420+72.4% | $9,243+1.1% | $4,645+101.1% |