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 | $38,378 | $49,173-22.0% | $121,098-68.3% | $75,163-48.9% |
| Participation rate | 68.4% | 55.4%+13.0pp | 69.5%-1.1pp | 67.2%+1.2pp |
| Annual return | 21.71% | 55.99%-34.3pp | 985.75%-964.0pp | 160.62%-138.9pp |
| Employer contribution / active EE | $741 | $1,546-52.1% | $4,164-82.2% | $2,670-72.3% |
| Participant deferral / active EE | $2,423 | $2,628-7.8% | $4,080-40.6% | $4,125-41.3% |
| Admin fee / account holder | $5,378 | $3,942+36.4% | $5,644-4.7% | $5,651-4.8% |