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 | $34,491 | $30,400+13.5% | $53,898-36.0% | $84,808-59.3% |
| Participation rate | 69.2% | 46.4%+22.8pp | 55.0%+14.3pp | 68.3%+0.9pp |
| Annual return | 15.01% | 500.19%-485.2pp | 528.60%-513.6pp | 40.90%-25.9pp |
| Employer contribution / active EE | $1,877 | $603+211.4% | $932+101.3% | $2,631-28.7% |
| Participant deferral / active EE | $2,727 | $1,199+127.5% | $1,826+49.3% | $4,212-35.3% |
| Admin fee / account holder | $3,642 | $1,993+82.7% | $2,491+46.2% | $7,344-50.4% |