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 | $74,219 | $54,701+35.7% | $86,188-13.9% | $71,457+3.9% |
| Participation rate | 47.2% | 60.1%-12.9pp | 69.0%-21.8pp | 67.9%-20.8pp |
| Annual return | 23.50% | 20.06%+3.4pp | 1168.45%-1145.0pp | 28.85%-5.4pp |
| Employer contribution / active EE | $1,543 | $1,265+21.9% | $2,380-35.2% | $2,588-40.4% |
| Participant deferral / active EE | $2,680 | $3,108-13.8% | $3,985-32.8% | $4,289-37.5% |
| Admin fee / account holder | $2,476 | $1,922+28.9% | $6,852-63.9% | $1,587+56.0% |