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 | $79,529 | $41,078+93.6% | $80,569-1.3% | $71,457+11.3% |
| Participation rate | 45.5% | 50.2%-4.8pp | 67.0%-21.5pp | 67.9%-22.5pp |
| Annual return | 15.93% | 38.45%-22.5pp | 935.43%-919.5pp | 28.85%-12.9pp |
| Employer contribution / active EE | $1,794 | $1,506+19.1% | $2,723-34.1% | $2,588-30.7% |
| Participant deferral / active EE | $3,385 | $2,699+25.4% | $4,447-23.9% | $4,289-21.1% |
| Admin fee / account holder | $2,274 | $1,840+23.6% | $5,377-57.7% | $1,587+43.3% |