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 | $123,367 | $102,966+19.8% | $90,281+36.6% | $152,861-19.3% |
| Participation rate | 60.0% | 75.9%-15.9pp | 73.3%-13.3pp | 82.4%-22.4pp |
| Annual return | 16.98% | 95.16%-78.2pp | 78.10%-61.1pp | 345.32%-328.3pp |
| Employer contribution / active EE | $7,121 | $3,139+126.9% | $2,854+149.5% | $4,762+49.5% |
| Participant deferral / active EE | $2,210 | $4,281-48.4% | $3,885-43.1% | $5,850-62.2% |
| Admin fee / account holder | $805 | $6,171-87.0% | $5,351-85.0% | $11,596-93.1% |