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 | $58,008 | $47,944+21.0% | $67,834-14.5% | $62,891-7.8% |
| Participation rate | 69.2% | 61.1%+8.2pp | 68.8%+0.4pp | 69.3%-0.1pp |
| Annual return | 8.46% | 11.77%-3.3pp | 138.47%-130.0pp | 20.14%-11.7pp |
| Employer contribution / active EE | $1,312 | $1,562-16.0% | $2,403-45.4% | $2,281-42.5% |
| Participant deferral / active EE | $3,046 | $2,247+35.6% | $3,160-3.6% | $3,203-4.9% |
| Admin fee / account holder | $2,923 | $3,712-21.3% | $4,622-36.8% | $4,296-32.0% |