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 | $61,559 | $54,573+12.8% | $90,951-32.3% | $73,488-16.2% |
| Participation rate | 57.4% | 61.2%-3.7pp | 69.0%-11.6pp | 70.7%-13.3pp |
| Annual return | 28.55% | 16.69%+11.9pp | 134.60%-106.1pp | 28.51%0pp |
| Employer contribution / active EE | $353 | $991-64.4% | $2,122-83.4% | $2,270-84.5% |
| Participant deferral / active EE | $2,990 | $2,517+18.8% | $3,373-11.3% | $3,740-20.0% |
| Admin fee / account holder | $3,538 | $521+578.5% | $5,959-40.6% | $513+589.5% |