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 | $99,856 | $27,915+257.7% | $58,482+70.7% | $75,163+32.9% |
| Participation rate | 60.6% | 38.8%+21.8pp | 50.9%+9.7pp | 67.2%-6.6pp |
| Annual return | 16.47% | 44.20%-27.7pp | 4239.32%-4222.8pp | 160.62%-144.1pp |
| Employer contribution / active EE | $511 | $669-23.6% | $1,053-51.4% | $2,670-80.8% |
| Participant deferral / active EE | $2,770 | $1,201+130.6% | $1,924+44.0% | $4,125-32.8% |
| Admin fee / account holder | $2,516 | $1,726+45.8% | $2,5160% | $5,651-55.5% |