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 | $43,258 | $100,773-57.1% | $88,946-51.4% | $142,382-69.6% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.8%-18.8pp | 80.1%-30.1pp |
| Annual return | 11.83% | 70.18%-58.3pp | 57.82%-46.0pp | 217.08%-205.2pp |
| Employer contribution / active EE | $6,990 | $2,918+139.6% | $2,555+173.6% | $4,299+62.6% |
| Participant deferral / active EE | $10,045 | $5,230+92.0% | $4,581+119.2% | $6,507+54.4% |
| Admin fee / account holder | $8,224 | $9,693-15.2% | $8,261-0.4% | $12,624-34.9% |