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 | $64,840 | $45,566+42.3% | $64,105+1.1% | $59,632+8.7% |
| Participation rate | 54.7% | 60.2%-5.5pp | 68.2%-13.5pp | 68.7%-14.0pp |
| Annual return | 2.38% | 4.95%-2.6pp | 791.24%-788.9pp | 2041.28%-2038.9pp |
| Employer contribution / active EE | $772 | $934-17.4% | $1,820-57.6% | $2,203-65.0% |
| Participant deferral / active EE | $3,513 | $2,057+70.8% | $2,822+24.5% | $3,192+10.1% |
| Admin fee / account holder | $1,924 | $3,268-41.1% | $4,499-57.2% | $4,297-55.2% |