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 | $34,165 | $85,202-59.9% | $172,739-80.2% | $72,985-53.2% |
| Participation rate | 69.2% | 70.1%-0.8pp | 82.6%-13.4pp | 69.5%-0.3pp |
| Annual return | 20.16% | 27.32%-7.2pp | 802.84%-782.7pp | 81.00%-60.8pp |
| Employer contribution / active EE | $1,850 | $3,324-44.4% | $5,143-64.0% | $2,440-24.2% |
| Participant deferral / active EE | $2,846 | $3,260-12.7% | $5,198-45.2% | $3,607-21.1% |
| Admin fee / account holder | $15,124 | $5,884+157.0% | $13,954+8.4% | $5,124+195.1% |