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 | $85,752 | $59,417+44.3% | $93,606-8.4% | $74,495+15.1% |
| Participation rate | 19.1% | 59.7%-40.5pp | 68.7%-49.6pp | 67.2%-48.1pp |
| Annual return | 11.65% | 81.83%-70.2pp | 133.20%-121.5pp | 1364.94%-1353.3pp |
| Employer contribution / active EE | $406 | $1,264-67.8% | $2,420-83.2% | $2,623-84.5% |
| Participant deferral / active EE | $1,383 | $3,050-54.6% | $4,411-68.6% | $4,346-68.2% |
| Admin fee / account holder | $5,715 | $3,021+89.2% | $8,285-31.0% | $1,942+194.3% |