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 | $96,128 | $106,890-10.1% | $84,015+14.4% | $152,861-37.1% |
| Participation rate | 46.2% | 75.2%-29.1pp | 69.0%-22.9pp | 82.4%-36.3pp |
| Annual return | 20.68% | 104.99%-84.3pp | 71.31%-50.6pp | 345.32%-324.6pp |
| Employer contribution / active EE | $520 | $2,734-81.0% | $1,983-73.8% | $4,762-89.1% |
| Participant deferral / active EE | $2,098 | $4,011-47.7% | $3,239-35.2% | $5,850-64.1% |
| Admin fee / account holder | $1,514 | $8,285-81.7% | $6,101-75.2% | $11,596-86.9% |