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 | $112,404 | $48,230+133.1% | $67,502+66.5% | $80,856+39.0% |
| Participation rate | 41.7% | 66.4%-24.7pp | 72.9%-31.2pp | 67.6%-26.0pp |
| Annual return | 18.03% | 18.28%-0.2pp | 3512.12%-3494.1pp | 35.59%-17.6pp |
| Employer contribution / active EE | $0 | $2,020-100.0% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,614 | $2,924-10.6% | $4,000-34.6% | $4,296-39.1% |
| Admin fee / account holder | $5,243 | $3,681+42.4% | $3,998+31.2% | $6,918-24.2% |