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 | $84,403 | $77,145+9.4% | $108,410-22.1% | $85,850-1.7% |
| Participation rate | 50.0% | 74.7%-24.7pp | 80.1%-30.1pp | 69.3%-19.3pp |
| Annual return | 17.91% | 44.54%-26.6pp | 905.27%-887.4pp | 318.53%-300.6pp |
| Employer contribution / active EE | $890 | $2,379-62.6% | $3,558-75.0% | $2,565-65.3% |
| Participant deferral / active EE | $3,356 | $5,566-39.7% | $6,563-48.9% | $3,952-15.1% |
| Admin fee / account holder | $3,270 | $5,172-36.8% | $7,295-55.2% | $6,260-47.8% |