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 | $75,887 | $29,660+155.9% | $56,411+34.5% | $80,856-6.1% |
| Participation rate | 29.7% | 41.6%-11.9pp | 52.5%-22.7pp | 67.6%-37.9pp |
| Annual return | 21.17% | 35.23%-14.1pp | 1701.33%-1680.2pp | 35.59%-14.4pp |
| Employer contribution / active EE | $448 | $669-33.0% | $1,039-56.8% | $2,755-83.7% |
| Participant deferral / active EE | $1,476 | $1,226+20.4% | $1,952-24.4% | $4,296-65.6% |
| Admin fee / account holder | $1,559 | $2,428-35.8% | $2,829-44.9% | $6,918-77.5% |