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 | $75,786 | $70,606+7.3% | $53,898+40.6% | $142,382-46.8% |
| Participation rate | 33.3% | 63.7%-30.4pp | 55.0%-21.6pp | 80.1%-46.8pp |
| Annual return | 19.39% | 619.81%-600.4pp | 528.60%-509.2pp | 217.08%-197.7pp |
| Employer contribution / active EE | $706 | $1,202-41.2% | $932-24.2% | $4,299-83.6% |
| Participant deferral / active EE | $1,852 | $2,364-21.6% | $1,826+1.4% | $6,507-71.5% |
| Admin fee / account holder | $364 | $2,852-87.2% | $2,491-85.4% | $12,624-97.1% |