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 5-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 | $53,556 | $30,400+76.2% | $53,898-0.6% | $84,808-36.8% |
| Participation rate | 28.6% | 46.4%-17.9pp | 55.0%-26.4pp | 68.3%-39.7pp |
| Annual return | 16.01% | 500.19%-484.2pp | 528.60%-512.6pp | 40.90%-24.9pp |
| Employer contribution / active EE | $520 | $603-13.7% | $932-44.2% | $2,631-80.2% |
| Participant deferral / active EE | $1,649 | $1,199+37.5% | $1,826-9.7% | $4,212-60.9% |
| Admin fee / account holder | $754 | $1,993-62.2% | $2,491-69.7% | $7,344-89.7% |