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 | $56,633 | $154,117-63.3% | $129,995-56.4% | $139,434-59.4% |
| Participation rate | 47.6% | 82.0%-34.3pp | 78.5%-30.9pp | 80.3%-32.7pp |
| Annual return | 10.90% | 32.48%-21.6pp | -137.18%+148.1pp | 372.94%-362.0pp |
| Employer contribution / active EE | $2,150 | $5,289-59.4% | $4,320-50.2% | $4,751-54.7% |
| Participant deferral / active EE | $2,766 | $6,710-58.8% | $5,820-52.5% | $6,710-58.8% |
| Admin fee / account holder | $11,420 | $14,007-18.5% | $10,614+7.6% | $11,403+0.2% |