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 | $99,103 | $56,053+76.8% | $75,972+30.4% | $80,856+22.6% |
| Participation rate | 42.3% | 62.0%-19.7pp | 69.1%-26.7pp | 67.6%-25.3pp |
| Annual return | 10.71% | 20.53%-9.8pp | 359.55%-348.8pp | 35.59%-24.9pp |
| Employer contribution / active EE | $706 | $1,874-62.3% | $2,685-73.7% | $2,755-74.4% |
| Participant deferral / active EE | $1,948 | $3,052-36.2% | $4,255-54.2% | $4,296-54.7% |
| Admin fee / account holder | $1,480 | $5,234-71.7% | $6,467-77.1% | $6,918-78.6% |