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 | $63,916 | $72,400-11.7% | $67,502-5.3% | $145,922-56.2% |
| Participation rate | 45.8% | 76.9%-31.0pp | 72.9%-27.0pp | 80.3%-34.4pp |
| Annual return | 12.96% | 7182.46%-7169.5pp | 3512.12%-3499.2pp | 561.29%-548.3pp |
| Employer contribution / active EE | $1,109 | $3,069-63.9% | $2,731-59.4% | $4,660-76.2% |
| Participant deferral / active EE | $2,977 | $4,783-37.8% | $4,000-25.6% | $6,688-55.5% |
| Admin fee / account holder | $7,452 | $5,539+34.5% | $3,998+86.4% | $13,397-44.4% |