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 | $57,949 | $48,570+19.3% | $130,648-55.6% | $72,985-20.6% |
| Participation rate | 40.0% | 58.6%-18.6pp | 71.7%-31.7pp | 69.5%-29.5pp |
| Annual return | 22.21% | 38.63%-16.4pp | 1708.96%-1686.8pp | 81.00%-58.8pp |
| Employer contribution / active EE | $321 | $1,334-75.9% | $4,092-92.2% | $2,440-86.8% |
| Participant deferral / active EE | $1,815 | $2,384-23.9% | $3,603-49.6% | $3,607-49.7% |
| Admin fee / account holder | $7,506 | $3,549+111.5% | $5,464+37.4% | $5,124+46.5% |