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 | $38,097 | $78,422-51.4% | $95,952-60.3% | $79,858-52.3% |
| Participation rate | 62.5% | 73.5%-11.0pp | 77.1%-14.6pp | 69.6%-7.1pp |
| Annual return | 116.43% | 19.37%+97.1pp | 91.61%+24.8pp | 31.71%+84.7pp |
| Employer contribution / active EE | $1,514 | $1,945-22.2% | $2,541-40.4% | $2,471-38.7% |
| Participant deferral / active EE | $1,837 | $3,440-46.6% | $4,167-55.9% | $3,740-50.9% |
| Admin fee / account holder | $2,521 | $5,622-55.2% | $6,795-62.9% | $5,306-52.5% |