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 | $48,143 | $34,308+40.3% | $74,701-35.6% | $72,985-34.0% |
| Participation rate | 44.1% | 42.4%+1.7pp | 54.5%-10.4pp | 69.5%-25.4pp |
| Annual return | 23.63% | 26.58%-3.0pp | 752.92%-729.3pp | 81.00%-57.4pp |
| Employer contribution / active EE | $688 | $692-0.5% | $1,084-36.5% | $2,440-71.8% |
| Participant deferral / active EE | $1,768 | $1,271+39.1% | $1,964-10.0% | $3,607-51.0% |
| Admin fee / account holder | $675 | $2,124-68.2% | $3,333-79.8% | $5,124-86.8% |