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 | $19,768 | $45,566-56.6% | $64,105-69.2% | $59,632-66.9% |
| Participation rate | 65.4% | 60.2%+5.2pp | 68.2%-2.8pp | 68.7%-3.3pp |
| Annual return | 0.86% | 4.95%-4.1pp | 791.24%-790.4pp | 2041.28%-2040.4pp |
| Employer contribution / active EE | $588 | $934-37.0% | $1,820-67.7% | $2,203-73.3% |
| Participant deferral / active EE | $2,528 | $2,057+22.9% | $2,822-10.4% | $3,192-20.8% |
| Admin fee / account holder | $36,085 | $3,268+1004.4% | $4,499+702.0% | $4,297+739.8% |