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 | $88,313 | $45,152+95.6% | $73,843+19.6% | $59,632+48.1% |
| Participation rate | 29.4% | 64.0%-34.6pp | 73.4%-44.0pp | 68.7%-39.3pp |
| Annual return | 0.40% | 27.40%-27.0pp | 2267.84%-2267.4pp | 2041.28%-2040.9pp |
| Employer contribution / active EE | $635 | $1,902-66.6% | $2,787-77.2% | $2,203-71.1% |
| Participant deferral / active EE | $2,252 | $2,574-12.5% | $3,583-37.2% | $3,192-29.5% |
| Admin fee / account holder | $8,837 | $3,516+151.3% | $4,880+81.1% | $4,297+105.7% |