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 | $128,043 | $80,753+58.6% | $136,294-6.1% | $62,292+105.6% |
| Participation rate | 58.2% | 73.5%-15.4pp | 81.9%-23.7pp | 69.5%-11.3pp |
| Annual return | 18.67% | 35.83%-17.2pp | 5155.94%-5137.3pp | 28.90%-10.2pp |
| Employer contribution / active EE | $1,449 | $2,884-49.8% | $4,695-69.1% | $2,042-29.1% |
| Participant deferral / active EE | $3,031 | $5,164-41.3% | $6,247-51.5% | $3,169-4.4% |
| Admin fee / account holder | $3,355 | $525+538.6% | $9,243-63.7% | $479+600.0% |