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 | $79,733 | $53,127+50.1% | $86,590-7.9% | $70,131+13.7% |
| Participation rate | 33.3% | 65.3%-32.0pp | 73.5%-40.2pp | 69.5%-36.2pp |
| Annual return | 21.76% | 27.66%-5.9pp | 964.84%-943.1pp | 73.14%-51.4pp |
| Employer contribution / active EE | $542 | $2,068-73.8% | $2,839-80.9% | $2,342-76.9% |
| Participant deferral / active EE | $958 | $2,696-64.5% | $3,609-73.5% | $3,332-71.3% |
| Admin fee / account holder | $11,781 | $3,585+228.6% | $4,906+140.1% | $4,645+153.6% |