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 | $56,434 | $27,839+102.7% | $58,482-3.5% | $71,457-21.0% |
| Participation rate | 40.9% | 34.5%+6.4pp | 50.9%-9.9pp | 67.9%-27.0pp |
| Annual return | 17.96% | 26.81%-8.8pp | 4239.32%-4221.4pp | 28.85%-10.9pp |
| Employer contribution / active EE | $669 | $631+6.1% | $1,053-36.5% | $2,588-74.1% |
| Participant deferral / active EE | $1,866 | $1,206+54.7% | $1,924-3.0% | $4,289-56.5% |
| Admin fee / account holder | $560 | $1,641-65.8% | $2,516-77.7% | $1,587-64.7% |