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 | $63,539 | $54,701+16.2% | $86,188-26.3% | $71,457-11.1% |
| Participation rate | 59.5% | 60.1%-0.6pp | 69.0%-9.5pp | 67.9%-8.4pp |
| Annual return | 14.14% | 20.06%-5.9pp | 1168.45%-1154.3pp | 28.85%-14.7pp |
| Employer contribution / active EE | $901 | $1,265-28.7% | $2,380-62.1% | $2,588-65.2% |
| Participant deferral / active EE | $2,648 | $3,108-14.8% | $3,985-33.6% | $4,289-38.3% |
| Admin fee / account holder | $5,002 | $1,922+160.3% | $6,852-27.0% | $1,587+215.1% |