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 | $79,823 | $72,277+10.4% | $101,248-21.2% | $79,8580% |
| Participation rate | 55.8% | 68.5%-12.6pp | 75.8%-20.0pp | 69.6%-13.8pp |
| Annual return | 11.54% | 22.30%-10.8pp | 46.47%-34.9pp | 31.71%-20.2pp |
| Employer contribution / active EE | $1,217 | $2,692-54.8% | $3,660-66.8% | $2,471-50.8% |
| Participant deferral / active EE | $2,256 | $3,282-31.3% | $4,370-48.4% | $3,740-39.7% |
| Admin fee / account holder | $5,531 | $4,400+25.7% | $5,945-7.0% | $5,306+4.2% |