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 | $107,641 | $102,604+4.9% | $86,188+24.9% | $139,434-22.8% |
| Participation rate | 39.1% | 74.5%-35.4pp | 69.0%-29.8pp | 80.3%-41.2pp |
| Annual return | 11.85% | 1922.51%-1910.7pp | 1168.45%-1156.6pp | 372.94%-361.1pp |
| Employer contribution / active EE | $964 | $3,032-68.2% | $2,380-59.5% | $4,751-79.7% |
| Participant deferral / active EE | $5,243 | $4,676+12.1% | $3,985+31.5% | $6,710-21.9% |
| Admin fee / account holder | $22,345 | $8,657+158.1% | $6,852+226.1% | $11,403+96.0% |