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 | $75,100 | $65,561+14.5% | $86,188-12.9% | $75,163-0.1% |
| Participation rate | 51.9% | 60.5%-8.6pp | 69.0%-17.0pp | 67.2%-15.3pp |
| Annual return | 14.80% | 46.05%-31.3pp | 1168.45%-1153.6pp | 160.62%-145.8pp |
| Employer contribution / active EE | $420 | $1,553-73.0% | $2,380-82.4% | $2,670-84.3% |
| Participant deferral / active EE | $1,885 | $3,024-37.6% | $3,985-52.7% | $4,125-54.3% |
| Admin fee / account holder | $1,293 | $5,474-76.4% | $6,852-81.1% | $5,651-77.1% |