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 | $85,776 | $64,839+32.3% | $95,585-10.3% | $84,808+1.1% |
| Participation rate | 67.7% | 63.8%+3.9pp | 72.1%-4.3pp | 68.3%-0.6pp |
| Annual return | 14.01% | -670.96%+685.0pp | 38.56%-24.5pp | 40.90%-26.9pp |
| Employer contribution / active EE | $1,240 | $1,759-29.5% | $2,527-50.9% | $2,631-52.9% |
| Participant deferral / active EE | $2,197 | $2,965-25.9% | $4,023-45.4% | $4,212-47.8% |
| Admin fee / account holder | $4,379 | $5,964-26.6% | $6,127-28.5% | $7,344-40.4% |