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 5-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 | $57,926 | $71,050-18.5% | $93,606-38.1% | $80,856-28.4% |
| Participation rate | 52.0% | 60.4%-8.4pp | 68.7%-16.7pp | 67.6%-15.6pp |
| Annual return | 12.03% | 11.26%+0.8pp | 133.20%-121.2pp | 35.59%-23.6pp |
| Employer contribution / active EE | $2,133 | $1,564+36.4% | $2,420-11.9% | $2,755-22.6% |
| Participant deferral / active EE | $2,979 | $4,034-26.1% | $4,411-32.5% | $4,296-30.7% |
| Admin fee / account holder | $1,537 | $6,945-77.9% | $8,285-81.4% | $6,918-77.8% |