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 | $34,063 | $27,915+22.0% | $58,482-41.8% | $75,163-54.7% |
| Participation rate | 45.3% | 38.8%+6.5pp | 50.9%-5.5pp | 67.2%-21.9pp |
| Annual return | 16.78% | 44.20%-27.4pp | 4239.32%-4222.5pp | 160.62%-143.8pp |
| Employer contribution / active EE | $610 | $669-8.9% | $1,053-42.1% | $2,670-77.2% |
| Participant deferral / active EE | $2,030 | $1,201+69.0% | $1,924+5.5% | $4,125-50.8% |
| Admin fee / account holder | $2,041 | $1,726+18.3% | $2,516-18.9% | $5,651-63.9% |