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 | $62,524 | $48,364+29.3% | $71,796-12.9% | $62,891-0.6% |
| Participation rate | 40.3% | 60.6%-20.4pp | 69.1%-28.9pp | 69.3%-29.0pp |
| Annual return | 13.74% | 13.16%+0.6pp | 78.04%-64.3pp | 20.14%-6.4pp |
| Employer contribution / active EE | $313 | $1,042-70.0% | $1,924-83.7% | $2,281-86.3% |
| Participant deferral / active EE | $1,879 | $2,091-10.2% | $2,794-32.8% | $3,203-41.3% |
| Admin fee / account holder | $1,948 | $3,771-48.3% | $4,815-59.5% | $4,296-54.6% |