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 | $46,140 | $127,264-63.7% | $109,895-58.0% | $167,490-72.5% |
| Participation rate | 54.5% | 77.9%-23.3pp | 74.2%-19.7pp | 82.1%-27.6pp |
| Annual return | 10.90% | 22.97%-12.1pp | 29.45%-18.6pp | 478.56%-467.7pp |
| Employer contribution / active EE | $1,479 | $3,322-55.5% | $2,842-48.0% | $4,837-69.4% |
| Participant deferral / active EE | $2,872 | $4,514-36.4% | $4,048-29.0% | $6,341-54.7% |
| Admin fee / account holder | $64,840 | $7,114+811.4% | $6,066+969.0% | $12,309+426.8% |