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 | $79,693 | $58,208+36.9% | $81,812-2.6% | $80,856-1.4% |
| Participation rate | 55.6% | 63.4%-7.9pp | 72.3%-16.8pp | 67.6%-12.1pp |
| Annual return | 13.74% | 41.66%-27.9pp | 773.79%-760.1pp | 35.59%-21.9pp |
| Employer contribution / active EE | $1,529 | $2,340-34.6% | $2,912-47.5% | $2,755-44.5% |
| Participant deferral / active EE | $2,640 | $3,281-19.5% | $4,319-38.9% | $4,296-38.5% |
| Admin fee / account holder | $3,727 | $4,981-25.2% | $7,386-49.5% | $6,918-46.1% |