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 | $44,455 | $29,667+49.8% | $56,441-21.2% | $80,874-45.0% |
| Participation rate | 42.7% | 41.7%+1.0pp | 52.5%-9.8pp | 67.6%-25.0pp |
| Annual return | 10.61% | 35.22%-24.6pp | 1704.21%-1693.6pp | 35.62%-25.0pp |
| Employer contribution / active EE | $892 | $669+33.3% | $1,039-14.2% | $2,756-67.6% |
| Participant deferral / active EE | $1,564 | $1,227+27.5% | $1,953-19.9% | $4,297-63.6% |
| Admin fee / account holder | $987 | $2,429-59.4% | $2,829-65.1% | $6,935-85.8% |