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 | $55,442 | $55,4150% | $155,509-64.3% | $74,495-25.6% |
| Participation rate | 32.5% | 61.9%-29.4pp | 78.2%-45.7pp | 67.2%-34.7pp |
| Annual return | 14.17% | 268.50%-254.3pp | 64.67%-50.5pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $919 | $2,267-59.5% | $4,672-80.3% | $2,623-65.0% |
| Participant deferral / active EE | $2,295 | $2,836-19.1% | $5,626-59.2% | $4,346-47.2% |
| Admin fee / account holder | $14,985 | $1,738+762.1% | $15,912-5.8% | $1,942+671.8% |