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 | $44,561 | $98,750-54.9% | $149,696-70.2% | $79,858-44.2% |
| Participation rate | 53.2% | 75.8%-22.6pp | 82.5%-29.3pp | 69.6%-16.4pp |
| Annual return | 31.06% | 27.43%+3.6pp | 276.60%-245.5pp | 31.71%-0.7pp |
| Employer contribution / active EE | $1,379 | $3,216-57.1% | $4,644-70.3% | $2,471-44.2% |
| Participant deferral / active EE | $3,752 | $5,680-33.9% | $6,842-45.2% | $3,740+0.3% |
| Admin fee / account holder | $3,755 | $6,053-38.0% | $9,309-59.7% | $5,306-29.2% |