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 | $74,448 | $60,124+23.8% | $90,404-17.6% | $79,858-6.8% |
| Participation rate | 36.2% | 65.0%-28.8pp | 72.7%-36.5pp | 69.6%-33.5pp |
| Annual return | 11.85% | 71.94%-60.1pp | 1293.02%-1281.2pp | 31.71%-19.9pp |
| Employer contribution / active EE | $730 | $2,068-64.7% | $3,262-77.6% | $2,471-70.5% |
| Participant deferral / active EE | $1,240 | $2,938-57.8% | $3,963-68.7% | $3,740-66.9% |
| Admin fee / account holder | $404 | $3,976-89.8% | $5,611-92.8% | $5,306-92.4% |