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 | $54,570 | $48,230+13.1% | $67,502-19.2% | $80,856-32.5% |
| Participation rate | 56.9% | 66.4%-9.5pp | 72.9%-16.0pp | 67.6%-10.7pp |
| Annual return | 19.05% | 18.28%+0.8pp | 3512.12%-3493.1pp | 35.59%-16.5pp |
| Employer contribution / active EE | $0 | $2,020-100.0% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,354 | $2,924-19.5% | $4,000-41.2% | $4,296-45.2% |
| Admin fee / account holder | $631 | $3,681-82.9% | $3,998-84.2% | $6,918-90.9% |