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 | $75,822 | $81,625-7.1% | $58,482+29.6% | $139,434-45.6% |
| Participation rate | 66.7% | 61.3%+5.3pp | 50.9%+15.8pp | 80.3%-13.7pp |
| Annual return | 12.32% | 7404.20%-7391.9pp | 4239.32%-4227.0pp | 372.94%-360.6pp |
| Employer contribution / active EE | $505 | $1,398-63.9% | $1,053-52.1% | $4,751-89.4% |
| Participant deferral / active EE | $4,416 | $2,557+72.7% | $1,924+129.6% | $6,710-34.2% |
| Admin fee / account holder | $1,015 | $3,265-68.9% | $2,516-59.7% | $11,403-91.1% |