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 | $74,749 | $58,927+26.9% | $76,817-2.7% | $72,985+2.4% |
| Participation rate | 53.7% | 67.3%-13.6pp | 72.1%-18.3pp | 69.5%-15.8pp |
| Annual return | 22.22% | 2305.64%-2283.4pp | 1166.11%-1143.9pp | 81.00%-58.8pp |
| Employer contribution / active EE | $1,163 | $1,787-34.9% | $2,302-49.5% | $2,440-52.3% |
| Participant deferral / active EE | $3,166 | $2,690+17.7% | $3,336-5.1% | $3,607-12.2% |
| Admin fee / account holder | $12,038 | $4,013+200.0% | $6,420+87.5% | $5,124+134.9% |