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 | $103,167 | $30,400+239.4% | $53,898+91.4% | $84,808+21.6% |
| Participation rate | 18.8% | 46.4%-27.7pp | 55.0%-36.2pp | 68.3%-49.6pp |
| Annual return | 16.46% | 500.19%-483.7pp | 528.60%-512.1pp | 40.90%-24.4pp |
| Employer contribution / active EE | $483 | $603-19.8% | $932-48.1% | $2,631-81.6% |
| Participant deferral / active EE | $1,551 | $1,199+29.4% | $1,826-15.1% | $4,212-63.2% |
| Admin fee / account holder | $1,165 | $1,993-41.6% | $2,491-53.2% | $7,344-84.1% |