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 | $76,021 | $65,561+16.0% | $86,188-11.8% | $75,163+1.1% |
| Participation rate | 14.6% | 60.5%-45.9pp | 69.0%-54.3pp | 67.2%-52.6pp |
| Annual return | 17.90% | 46.05%-28.2pp | 1168.45%-1150.5pp | 160.62%-142.7pp |
| Employer contribution / active EE | $508 | $1,553-67.3% | $2,380-78.6% | $2,670-81.0% |
| Participant deferral / active EE | $1,540 | $3,024-49.1% | $3,985-61.4% | $4,125-62.7% |
| Admin fee / account holder | $17,784 | $5,474+224.9% | $6,852+159.6% | $5,651+214.7% |