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 | $59,783 | $102,317-41.6% | $146,958-59.3% | $80,856-26.1% |
| Participation rate | 62.9% | 75.8%-12.9pp | 82.2%-19.3pp | 67.6%-4.8pp |
| Annual return | 18.09% | 134.76%-116.7pp | 418.34%-400.2pp | 35.59%-17.5pp |
| Employer contribution / active EE | $2,027 | $3,713-45.4% | $4,933-58.9% | $2,755-26.4% |
| Participant deferral / active EE | $6,917 | $6,644+4.1% | $8,070-14.3% | $4,296+61.0% |
| Admin fee / account holder | $3,449 | $7,941-56.6% | $12,998-73.5% | $6,918-50.1% |