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 | $42,420 | $74,888-43.4% | $71,209-40.4% | $142,382-70.2% |
| Participation rate | 0.0% | 76.2%-76.2pp | 73.8%-73.8pp | 80.1%-80.1pp |
| Annual return | 18.08% | 345.14%-327.1pp | 282.51%-264.4pp | 217.08%-199.0pp |
| Employer contribution / active EE | $1,603 | $2,854-43.8% | $2,721-41.1% | $4,299-62.7% |
| Participant deferral / active EE | $6,120 | $4,454+37.4% | $4,175+46.6% | $6,507-5.9% |
| Admin fee / account holder | $6,761 | $5,568+21.4% | $5,349+26.4% | $12,624-46.4% |