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 | $40,468 | $335,055-87.9% | $150,298-73.1% | - |
| Participation rate | 55.6% | 50.7%+4.8pp | 77.8%-22.2pp | - |
| Annual return | 17.88% | 11.52%+6.4pp | 62.79%-44.9pp | - |
| Employer contribution / active EE | $1,043 | $931+12.0% | $4,154-74.9% | - |
| Participant deferral / active EE | $1,869 | $1,801+3.8% | $5,453-65.7% | - |
| Admin fee / account holder | $1,451 | $66,580-97.8% | $14,116-89.7% | - |