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 | $87,429 | $102,317-14.6% | $146,958-40.5% | $80,856+8.1% |
| Participation rate | 57.8% | 75.8%-18.1pp | 82.2%-24.4pp | 67.6%-9.9pp |
| Annual return | 37.49% | 134.76%-97.3pp | 418.34%-380.8pp | 35.59%+1.9pp |
| Employer contribution / active EE | $1,036 | $3,713-72.1% | $4,933-79.0% | $2,755-62.4% |
| Participant deferral / active EE | $4,374 | $6,644-34.2% | $8,070-45.8% | $4,296+1.8% |
| Admin fee / account holder | $5,808 | $7,941-26.9% | $12,998-55.3% | $6,918-16.0% |