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 | $121,709 | $70,587+72.4% | $124,672-2.4% | $85,850+41.8% |
| Participation rate | 56.0% | 64.4%-8.4pp | 74.6%-18.6pp | 69.3%-13.3pp |
| Annual return | 14.05% | 20688.83%-20674.8pp | 5142.93%-5128.9pp | 318.53%-304.5pp |
| Employer contribution / active EE | $960 | $1,913-49.8% | $3,324-71.1% | $2,565-62.6% |
| Participant deferral / active EE | $2,541 | $2,969-14.4% | $4,614-44.9% | $3,952-35.7% |
| Admin fee / account holder | $4,682 | $5,282-11.4% | $7,493-37.5% | $6,260-25.2% |