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 | $59,433 | $48,795+21.8% | $65,493-9.3% | $84,808-29.9% |
| Participation rate | 57.0% | 67.0%-10.0pp | 73.1%-16.1pp | 68.3%-11.3pp |
| Annual return | 17.83% | 20.20%-2.4pp | 982.45%-964.6pp | 40.90%-23.1pp |
| Employer contribution / active EE | $601 | $1,930-68.9% | $2,574-76.7% | $2,631-77.2% |
| Participant deferral / active EE | $3,822 | $2,928+30.5% | $3,961-3.5% | $4,212-9.3% |
| Admin fee / account holder | $2,933 | $3,877-24.3% | $5,028-41.7% | $7,344-60.1% |