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 | $87,890 | $65,561+34.1% | $86,188+2.0% | $75,163+16.9% |
| Participation rate | 21.6% | 60.5%-38.9pp | 69.0%-47.3pp | 67.2%-45.6pp |
| Annual return | 21.95% | 46.05%-24.1pp | 1168.45%-1146.5pp | 160.62%-138.7pp |
| Employer contribution / active EE | $489 | $1,553-68.5% | $2,380-79.5% | $2,670-81.7% |
| Participant deferral / active EE | $2,000 | $3,024-33.8% | $3,985-49.8% | $4,125-51.5% |
| Admin fee / account holder | $331 | $5,474-94.0% | $6,852-95.2% | $5,651-94.1% |