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 | $74,056 | $34,934+112.0% | $56,411+31.3% | $74,495-0.6% |
| Participation rate | 15.5% | 32.8%-17.3pp | 52.5%-37.0pp | 67.2%-51.7pp |
| Annual return | 20.77% | 25.94%-5.2pp | 1701.33%-1680.6pp | 1364.94%-1344.2pp |
| Employer contribution / active EE | $211 | $609-65.3% | $1,039-79.7% | $2,623-92.0% |
| Participant deferral / active EE | $608 | $1,170-48.1% | $1,952-68.9% | $4,346-86.0% |
| Admin fee / account holder | $2,822 | $2,364+19.4% | $2,829-0.2% | $1,942+45.3% |