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 | $104,181 | $106,890-2.5% | $84,015+24.0% | $152,861-31.8% |
| Participation rate | 60.0% | 75.2%-15.2pp | 69.0%-9.0pp | 82.4%-22.4pp |
| Annual return | 19.51% | 104.99%-85.5pp | 71.31%-51.8pp | 345.32%-325.8pp |
| Employer contribution / active EE | $569 | $2,734-79.2% | $1,983-71.3% | $4,762-88.1% |
| Participant deferral / active EE | $2,730 | $4,011-32.0% | $3,239-15.7% | $5,850-53.3% |
| Admin fee / account holder | $29,453 | $8,285+255.5% | $6,101+382.8% | $11,596+154.0% |