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 | $67,573 | $53,127+27.2% | $86,590-22.0% | $70,131-3.6% |
| Participation rate | 64.5% | 65.3%-0.8pp | 73.5%-9.0pp | 69.5%-5.0pp |
| Annual return | 14.31% | 27.66%-13.3pp | 964.84%-950.5pp | 73.14%-58.8pp |
| Employer contribution / active EE | $1,378 | $2,068-33.4% | $2,839-51.5% | $2,342-41.2% |
| Participant deferral / active EE | $3,490 | $2,696+29.4% | $3,609-3.3% | $3,332+4.7% |
| Admin fee / account holder | $545 | $3,585-84.8% | $4,906-88.9% | $4,645-88.3% |