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 | $69,140 | $34,934+97.9% | $56,411+22.6% | $74,495-7.2% |
| Participation rate | 18.1% | 32.8%-14.7pp | 52.5%-34.3pp | 67.2%-49.1pp |
| Annual return | 11.33% | 25.94%-14.6pp | 1701.33%-1690.0pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $384 | $609-37.0% | $1,039-63.0% | $2,623-85.4% |
| Participant deferral / active EE | $926 | $1,170-20.9% | $1,952-52.6% | $4,346-78.7% |
| Admin fee / account holder | $2,004 | $2,364-15.2% | $2,829-29.1% | $1,942+3.2% |