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 | $24,261 | $60,124-59.6% | $90,404-73.2% | $79,858-69.6% |
| Participation rate | 69.2% | 65.0%+4.2pp | 72.7%-3.5pp | 69.6%-0.4pp |
| Annual return | 12.45% | 71.94%-59.5pp | 1293.02%-1280.6pp | 31.71%-19.3pp |
| Employer contribution / active EE | $898 | $2,068-56.6% | $3,262-72.5% | $2,471-63.6% |
| Participant deferral / active EE | $1,177 | $2,938-59.9% | $3,963-70.3% | $3,740-68.5% |
| Admin fee / account holder | $580 | $3,976-85.4% | $5,611-89.7% | $5,306-89.1% |