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 | $103,990 | $45,566+128.2% | $64,105+62.2% | $59,632+74.4% |
| Participation rate | 51.3% | 60.2%-8.9pp | 68.2%-16.9pp | 68.7%-17.4pp |
| Annual return | 0.29% | 4.95%-4.7pp | 791.24%-791.0pp | 2041.28%-2041.0pp |
| Employer contribution / active EE | $1,035 | $934+10.8% | $1,820-43.2% | $2,203-53.0% |
| Participant deferral / active EE | $3,040 | $2,057+47.8% | $2,822+7.8% | $3,192-4.7% |
| Admin fee / account holder | $2,356 | $3,268-27.9% | $4,499-47.6% | $4,297-45.2% |