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 5-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 | $54,923 | $110,261-50.2% | $95,745-42.6% | $139,434-60.6% |
| Participation rate | 50.0% | 75.8%-25.8pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 24.82% | 27.11%-2.3pp | 28.35%-3.5pp | 372.94%-348.1pp |
| Employer contribution / active EE | $1,326 | $3,257-59.3% | $2,835-53.2% | $4,751-72.1% |
| Participant deferral / active EE | $20,205 | $4,676+332.1% | $4,245+376.0% | $6,710+201.1% |
| Admin fee / account holder | $575 | $6,613-91.3% | $5,678-89.9% | $11,403-95.0% |