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 | $24,289 | $85,766-71.7% | $136,294-82.2% | $70,131-65.4% |
| Participation rate | 48.4% | 74.2%-25.8pp | 81.9%-33.5pp | 69.5%-21.2pp |
| Annual return | 19.99% | 31.45%-11.5pp | 5155.94%-5136.0pp | 73.14%-53.2pp |
| Employer contribution / active EE | $1,552 | $2,966-47.7% | $4,695-66.9% | $2,342-33.7% |
| Participant deferral / active EE | $5,114 | $5,051+1.2% | $6,247-18.1% | $3,332+53.5% |
| Admin fee / account holder | $2,854 | $5,420-47.3% | $9,243-69.1% | $4,645-38.6% |