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 | $78,446 | $56,199+39.6% | $67,652+16.0% | $59,632+31.5% |
| Participation rate | 53.4% | 71.5%-18.0pp | 75.7%-22.2pp | 68.7%-15.2pp |
| Annual return | -1.23% | 18505.31%-18506.5pp | 6625.04%-6626.3pp | 2041.28%-2042.5pp |
| Employer contribution / active EE | $1,218 | $1,614-24.6% | $2,266-46.2% | $2,203-44.7% |
| Participant deferral / active EE | $2,641 | $2,844-7.1% | $3,560-25.8% | $3,192-17.3% |
| Admin fee / account holder | $15,015 | $3,958+279.3% | $4,821+211.5% | $4,297+249.4% |