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 | $36,150 | $30,732+17.6% | $59,496-39.2% | $59,632-39.4% |
| Participation rate | 10.5% | 43.2%-32.7pp | 54.6%-44.1pp | 68.7%-58.2pp |
| Annual return | 135.96% | 4.47%+131.5pp | 182.05%-46.1pp | 2041.28%-1905.3pp |
| Employer contribution / active EE | $0 | $631-100.0% | $1,153-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $582 | $1,183-50.8% | $1,829-68.2% | $3,192-81.8% |
| Admin fee / account holder | $2,098 | $2,136-1.8% | $2,232-6.0% | $4,297-51.2% |