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 | $82,915 | $63,346+30.9% | $92,233-10.1% | $70,131+18.2% |
| Participation rate | 60.0% | 68.7%-8.7pp | 76.5%-16.5pp | 69.5%-9.5pp |
| Annual return | 18.14% | 530.12%-512.0pp | 176.28%-158.1pp | 73.14%-55.0pp |
| Employer contribution / active EE | $1,599 | $2,471-35.3% | $3,679-56.5% | $2,342-31.8% |
| Participant deferral / active EE | $4,354 | $2,854+52.6% | $3,897+11.7% | $3,332+30.7% |
| Admin fee / account holder | $5,215 | $3,840+35.8% | $5,194+0.4% | $4,645+12.3% |