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 | $74,176 | $102,382-27.5% | $147,005-49.5% | $80,874-8.3% |
| Participation rate | 67.4% | 75.8%-8.4pp | 82.2%-14.7pp | 67.6%-0.2pp |
| Annual return | 31.14% | 134.89%-103.8pp | 418.76%-387.6pp | 35.62%-4.5pp |
| Employer contribution / active EE | $2,775 | $3,715-25.3% | $4,934-43.8% | $2,756+0.7% |
| Participant deferral / active EE | $5,961 | $6,646-10.3% | $8,070-26.1% | $4,297+38.7% |
| Admin fee / account holder | $16,683 | $7,942+110.1% | $13,006+28.3% | $6,935+140.6% |