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 | $46,907 | $65,561-28.5% | $86,188-45.6% | $75,163-37.6% |
| Participation rate | 55.2% | 60.5%-5.3pp | 69.0%-13.8pp | 67.2%-12.0pp |
| Annual return | 13.96% | 46.05%-32.1pp | 1168.45%-1154.5pp | 160.62%-146.7pp |
| Employer contribution / active EE | $357 | $1,553-77.0% | $2,380-85.0% | $2,670-86.6% |
| Participant deferral / active EE | $3,163 | $3,024+4.6% | $3,985-20.6% | $4,125-23.3% |
| Admin fee / account holder | $6,030 | $5,474+10.2% | $6,852-12.0% | $5,651+6.7% |