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 | $60,407 | $106,890-43.5% | $84,015-28.1% | $152,861-60.5% |
| Participation rate | 50.0% | 75.2%-25.2pp | 69.0%-19.0pp | 82.4%-32.4pp |
| Annual return | 19.67% | 104.99%-85.3pp | 71.31%-51.6pp | 345.32%-325.6pp |
| Employer contribution / active EE | $1,121 | $2,734-59.0% | $1,983-43.5% | $4,762-76.5% |
| Participant deferral / active EE | $3,371 | $4,011-16.0% | $3,239+4.1% | $5,850-42.4% |
| Admin fee / account holder | $732 | $8,285-91.2% | $6,101-88.0% | $11,596-93.7% |