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 | $129,510 | $63,346+104.4% | $92,233+40.4% | $70,131+84.7% |
| Participation rate | 46.7% | 68.7%-22.0pp | 76.5%-29.8pp | 69.5%-22.9pp |
| Annual return | 14.91% | 530.12%-515.2pp | 176.28%-161.4pp | 73.14%-58.2pp |
| Employer contribution / active EE | $1,491 | $2,471-39.7% | $3,679-59.5% | $2,342-36.4% |
| Participant deferral / active EE | $4,159 | $2,854+45.7% | $3,897+6.7% | $3,332+24.8% |
| Admin fee / account holder | $609 | $3,840-84.1% | $5,194-88.3% | $4,645-86.9% |