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 | $63,043 | $58,208+8.3% | $81,812-22.9% | $80,856-22.0% |
| Participation rate | 58.6% | 63.4%-4.8pp | 72.3%-13.7pp | 67.6%-9.0pp |
| Annual return | 14.47% | 41.66%-27.2pp | 773.79%-759.3pp | 35.59%-21.1pp |
| Employer contribution / active EE | $1,727 | $2,340-26.2% | $2,912-40.7% | $2,755-37.3% |
| Participant deferral / active EE | $4,836 | $3,281+47.4% | $4,319+12.0% | $4,296+12.6% |
| Admin fee / account holder | $998 | $4,981-80.0% | $7,386-86.5% | $6,918-85.6% |