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 | $82,642 | $63,346+30.5% | $92,233-10.4% | $70,131+17.8% |
| Participation rate | 25.0% | 68.7%-43.7pp | 76.5%-51.5pp | 69.5%-44.5pp |
| Annual return | 20.84% | 530.12%-509.3pp | 176.28%-155.4pp | 73.14%-52.3pp |
| Employer contribution / active EE | $537 | $2,471-78.3% | $3,679-85.4% | $2,342-77.1% |
| Participant deferral / active EE | $1,435 | $2,854-49.7% | $3,897-63.2% | $3,332-56.9% |
| Admin fee / account holder | $7,177 | $3,840+86.9% | $5,194+38.2% | $4,645+54.5% |