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 | $61,969 | $53,127+16.6% | $86,590-28.4% | $70,131-11.6% |
| Participation rate | 65.0% | 65.3%-0.3pp | 73.5%-8.5pp | 69.5%-4.5pp |
| Annual return | 22.60% | 27.66%-5.1pp | 964.84%-942.2pp | 73.14%-50.5pp |
| Employer contribution / active EE | $2,327 | $2,068+12.5% | $2,839-18.0% | $2,342-0.7% |
| Participant deferral / active EE | $6,315 | $2,696+134.3% | $3,609+75.0% | $3,332+89.5% |
| Admin fee / account holder | $951 | $3,585-73.5% | $4,906-80.6% | $4,645-79.5% |