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 | $32,931 | $57,281-42.5% | $86,612-62.0% | $75,163-56.2% |
| Participation rate | 68.8% | 63.2%+5.6pp | 71.7%-2.9pp | 67.2%+1.6pp |
| Annual return | 17.09% | 2670.75%-2653.7pp | 591.07%-574.0pp | 160.62%-143.5pp |
| Employer contribution / active EE | $2,595 | $2,314+12.1% | $3,022-14.1% | $2,670-2.8% |
| Participant deferral / active EE | $2,823 | $3,318-14.9% | $4,438-36.4% | $4,125-31.6% |
| Admin fee / account holder | $911 | $4,112-77.8% | $5,614-83.8% | $5,651-83.9% |