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 | $73,845 | $62,146+18.8% | $81,438-9.3% | $74,546-0.9% |
| Participation rate | 49.5% | 64.1%-14.5pp | 69.5%-20.0pp | 67.2%-17.7pp |
| Annual return | 13.87% | 16.49%-2.6pp | 24.74%-10.9pp | 1366.03%-1352.2pp |
| Employer contribution / active EE | $657 | $1,883-65.1% | $2,460-73.3% | $2,624-75.0% |
| Participant deferral / active EE | $4,527 | $3,229+40.2% | $3,883+16.6% | $4,347+4.1% |
| Admin fee / account holder | $1,491 | $1,922-22.4% | $5,764-74.1% | $1,944-23.3% |