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 | $56,105 | $48,570+15.5% | $130,648-57.1% | $72,985-23.1% |
| Participation rate | 65.8% | 58.6%+7.2pp | 71.7%-6.0pp | 69.5%-3.7pp |
| Annual return | 22.61% | 38.63%-16.0pp | 1708.96%-1686.3pp | 81.00%-58.4pp |
| Employer contribution / active EE | $1,330 | $1,334-0.3% | $4,092-67.5% | $2,440-45.5% |
| Participant deferral / active EE | $2,131 | $2,384-10.6% | $3,603-40.9% | $3,607-40.9% |
| Admin fee / account holder | $5,567 | $3,549+56.9% | $5,464+1.9% | $5,124+8.6% |