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 | $35,788 | $85,766-58.3% | $136,294-73.7% | $70,131-49.0% |
| Participation rate | 69.8% | 74.2%-4.3pp | 81.9%-12.1pp | 69.5%+0.3pp |
| Annual return | 23.48% | 31.45%-8.0pp | 5155.94%-5132.5pp | 73.14%-49.7pp |
| Employer contribution / active EE | $1,703 | $2,966-42.6% | $4,695-63.7% | $2,342-27.3% |
| Participant deferral / active EE | $3,745 | $5,051-25.9% | $6,247-40.0% | $3,332+12.4% |
| Admin fee / account holder | $434 | $5,420-92.0% | $9,243-95.3% | $4,645-90.7% |