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 | $67,902 | $99,079-31.5% | $77,999-12.9% | $273,961-75.2% |
| Participation rate | 43.8% | 78.6%-34.8pp | 75.5%-31.8pp | 83.0%-39.3pp |
| Annual return | 8.04% | 217.93%-209.9pp | 425.96%-417.9pp | 41.45%-33.4pp |
| Employer contribution / active EE | $1,653 | $3,308-50.0% | $2,470-33.1% | $4,869-66.0% |
| Participant deferral / active EE | $5,211 | $4,306+21.0% | $3,497+49.0% | $5,287-1.4% |
| Admin fee / account holder | $758 | $8,954-91.5% | $5,480-86.2% | $10,132-92.5% |