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 | $104,112 | $85,766+21.4% | $136,294-23.6% | $70,131+48.5% |
| Participation rate | 31.4% | 74.2%-42.7pp | 81.9%-50.5pp | 69.5%-38.1pp |
| Annual return | 18.88% | 31.45%-12.6pp | 5155.94%-5137.1pp | 73.14%-54.3pp |
| Employer contribution / active EE | $898 | $2,966-69.7% | $4,695-80.9% | $2,342-61.7% |
| Participant deferral / active EE | $3,807 | $5,051-24.6% | $6,247-39.1% | $3,332+14.3% |
| Admin fee / account holder | $4,726 | $5,420-12.8% | $9,243-48.9% | $4,645+1.7% |