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 | $60,181 | $57,281+5.1% | $86,612-30.5% | $75,163-19.9% |
| Participation rate | 61.4% | 63.2%-1.8pp | 71.7%-10.3pp | 67.2%-5.8pp |
| Annual return | 18.34% | 2670.75%-2652.4pp | 591.07%-572.7pp | 160.62%-142.3pp |
| Employer contribution / active EE | $812 | $2,314-64.9% | $3,022-73.1% | $2,670-69.6% |
| Participant deferral / active EE | $4,115 | $3,318+24.0% | $4,438-7.3% | $4,125-0.2% |
| Admin fee / account holder | $8,847 | $4,112+115.2% | $5,614+57.6% | $5,651+56.6% |