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 | $74,203 | $30,400+144.1% | $53,898+37.7% | $84,808-12.5% |
| Participation rate | 63.0% | 46.4%+16.5pp | 55.0%+8.0pp | 68.3%-5.3pp |
| Annual return | 16.22% | 500.19%-484.0pp | 528.60%-512.4pp | 40.90%-24.7pp |
| Employer contribution / active EE | $505 | $603-16.2% | $932-45.8% | $2,631-80.8% |
| Participant deferral / active EE | $2,321 | $1,199+93.7% | $1,826+27.1% | $4,212-44.9% |
| Admin fee / account holder | $863 | $1,993-56.7% | $2,491-65.4% | $7,344-88.3% |