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 3-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 | $94,534 | $88,751+6.5% | $81,812+15.6% | $145,922-35.2% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.3%-5.7pp | 80.3%-13.6pp |
| Annual return | 17.33% | 1025.40%-1008.1pp | 773.79%-756.5pp | 561.29%-544.0pp |
| Employer contribution / active EE | $6,914 | $3,083+124.3% | $2,912+137.4% | $4,660+48.4% |
| Participant deferral / active EE | $3,470 | $4,643-25.3% | $4,319-19.6% | $6,688-48.1% |
| Admin fee / account holder | $3,093 | $8,415-63.2% | $7,386-58.1% | $13,397-76.9% |