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 | $83,184 | $70,428+18.1% | $96,562-13.9% | $85,850-3.1% |
| Participation rate | 64.1% | 61.8%+2.3pp | 69.8%-5.8pp | 69.3%-5.3pp |
| Annual return | 11.60% | 18.59%-7.0pp | 37.78%-26.2pp | 318.53%-306.9pp |
| Employer contribution / active EE | $322 | $1,413-77.2% | $2,356-86.3% | $2,565-87.4% |
| Participant deferral / active EE | $5,242 | $2,894+81.2% | $3,849+36.2% | $3,952+32.7% |
| Admin fee / account holder | $3,207 | $4,997-35.8% | $6,181-48.1% | $6,260-48.8% |