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 | $69,870 | $34,308+103.7% | $74,701-6.5% | $72,985-4.3% |
| Participation rate | 21.2% | 42.4%-21.2pp | 54.5%-33.2pp | 69.5%-48.3pp |
| Annual return | 22.45% | 26.58%-4.1pp | 752.92%-730.5pp | 81.00%-58.6pp |
| Employer contribution / active EE | $143 | $692-79.3% | $1,084-86.8% | $2,440-94.1% |
| Participant deferral / active EE | $1,435 | $1,271+12.9% | $1,964-26.9% | $3,607-60.2% |
| Admin fee / account holder | $1,991 | $2,124-6.3% | $3,333-40.3% | $5,124-61.2% |