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 | $92,055 | $56,317+63.5% | $71,209+29.3% | $74,304+23.9% |
| Participation rate | 38.3% | 55.1%-16.8pp | 73.8%-35.4pp | 60.3%-22.0pp |
| Annual return | 13.25% | 42.83%-29.6pp | 282.51%-269.3pp | 29.43%-16.2pp |
| Employer contribution / active EE | $682 | $2,160-68.4% | $2,721-74.9% | $2,241-69.6% |
| Participant deferral / active EE | $2,099 | $2,788-24.7% | $4,175-49.7% | $3,767-44.3% |
| Admin fee / account holder | $5,880 | $2,290+156.8% | $5,349+9.9% | $2,969+98.1% |