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 | $56,823 | $99,020-42.6% | $86,590-34.4% | $147,584-61.5% |
| Participation rate | 42.9% | 76.3%-33.5pp | 73.5%-30.7pp | 82.8%-40.0pp |
| Annual return | 12.94% | 1312.34%-1299.4pp | 964.84%-951.9pp | 578.55%-565.6pp |
| Employer contribution / active EE | $1,773 | $3,132-43.4% | $2,839-37.6% | $4,876-63.6% |
| Participant deferral / active EE | $4,066 | $3,972+2.4% | $3,609+12.7% | $5,439-25.2% |
| Admin fee / account holder | $18,937 | $5,710+231.6% | $4,906+286.0% | $10,885+74.0% |