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 | $73,133 | $100,041-26.9% | $149,718-51.2% | $70,131+4.3% |
| Participation rate | 42.6% | 83.6%-41.0pp | 87.1%-44.5pp | 69.5%-26.9pp |
| Annual return | 16.52% | 27.43%-10.9pp | 1501.63%-1485.1pp | 73.14%-56.6pp |
| Employer contribution / active EE | $0 | $3,662-100.0% | $5,445-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,945 | $4,983-40.9% | $6,569-55.2% | $3,332-11.6% |
| Admin fee / account holder | $5,310 | $8,286-35.9% | $11,283-52.9% | $4,645+14.3% |