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 | $95,554 | $60,124+58.9% | $90,404+5.7% | $79,858+19.7% |
| Participation rate | 26.7% | 65.0%-38.3pp | 72.7%-46.0pp | 69.6%-43.0pp |
| Annual return | 21.77% | 71.94%-50.2pp | 1293.02%-1271.2pp | 31.71%-9.9pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,709 | $2,938-7.8% | $3,963-31.7% | $3,740-27.6% |
| Admin fee / account holder | $25,036 | $3,976+529.6% | $5,611+346.2% | $5,306+371.8% |