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 | $52,598 | $105,998-50.4% | $92,233-43.0% | $147,584-64.4% |
| Participation rate | 26.3% | 80.4%-54.1pp | 76.5%-50.2pp | 82.8%-56.5pp |
| Annual return | 9.88% | 50.05%-40.2pp | 176.28%-166.4pp | 578.55%-568.7pp |
| Employer contribution / active EE | $3,168 | $4,333-26.9% | $3,679-13.9% | $4,876-35.0% |
| Participant deferral / active EE | $1,740 | $4,478-61.1% | $3,897-55.3% | $5,439-68.0% |
| Admin fee / account holder | $8,433 | $6,332+33.2% | $5,194+62.4% | $10,885-22.5% |