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 | $70,558 | $29,660+137.9% | $56,411+25.1% | $80,856-12.7% |
| Participation rate | 47.3% | 41.6%+5.6pp | 52.5%-5.2pp | 67.6%-20.4pp |
| Annual return | 11.28% | 35.23%-23.9pp | 1701.33%-1690.1pp | 35.59%-24.3pp |
| Employer contribution / active EE | $1,232 | $669+84.0% | $1,039+18.6% | $2,755-55.3% |
| Participant deferral / active EE | $2,054 | $1,226+67.5% | $1,952+5.2% | $4,296-52.2% |
| Admin fee / account holder | $13,773 | $2,428+467.4% | $2,829+386.9% | $6,918+99.1% |