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 | $75,299 | $31,310+140.5% | $53,898+39.7% | $74,304+1.3% |
| Participation rate | 38.4% | 30.7%+7.7pp | 55.0%-16.6pp | 60.3%-22.0pp |
| Annual return | 20.45% | 23.16%-2.7pp | 528.60%-508.1pp | 29.43%-9.0pp |
| Employer contribution / active EE | $1,387 | $450+208.2% | $932+48.8% | $2,241-38.1% |
| Participant deferral / active EE | $2,762 | $934+195.7% | $1,826+51.3% | $3,767-26.7% |
| Admin fee / account holder | $552 | $2,175-74.6% | $2,491-77.8% | $2,969-81.4% |