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 | $52,215 | $77,145-32.3% | $108,410-51.8% | $85,850-39.2% |
| Participation rate | 67.1% | 74.7%-7.6pp | 80.1%-13.1pp | 69.3%-2.2pp |
| Annual return | 20.21% | 44.54%-24.3pp | 905.27%-885.1pp | 318.53%-298.3pp |
| Employer contribution / active EE | $1,601 | $2,379-32.7% | $3,558-55.0% | $2,565-37.6% |
| Participant deferral / active EE | $4,782 | $5,566-14.1% | $6,563-27.1% | $3,952+21.0% |
| Admin fee / account holder | $2,220 | $5,172-57.1% | $7,295-69.6% | $6,260-64.5% |