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 | $31,822 | $105,998-70.0% | $92,233-65.5% | $147,584-78.4% |
| Participation rate | 66.7% | 80.4%-13.7pp | 76.5%-9.8pp | 82.8%-16.2pp |
| Annual return | 11.62% | 50.05%-38.4pp | 176.28%-164.7pp | 578.55%-566.9pp |
| Employer contribution / active EE | $1,630 | $4,333-62.4% | $3,679-55.7% | $4,876-66.6% |
| Participant deferral / active EE | $2,482 | $4,478-44.6% | $3,897-36.3% | $5,439-54.4% |
| Admin fee / account holder | $42,817 | $6,332+576.2% | $5,194+724.4% | $10,885+293.3% |