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 | $50,745 | $175,202-71.0% | $149,673-66.1% | $139,434-63.6% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 15.28% | 166.71%-151.4pp | 134.42%-119.1pp | 372.94%-357.7pp |
| Employer contribution / active EE | $8,420 | $5,474+53.8% | $4,818+74.8% | $4,751+77.2% |
| Participant deferral / active EE | $5,136 | $6,519-21.2% | $5,680-9.6% | $6,710-23.5% |
| Admin fee / account holder | $4,636 | $16,150-71.3% | $13,210-64.9% | $11,403-59.3% |