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 3-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 | $57,937 | $88,751-34.7% | $81,812-29.2% | $145,922-60.3% |
| Participation rate | 16.7% | 75.0%-58.4pp | 72.3%-55.7pp | 80.3%-63.6pp |
| Annual return | 10.46% | 1025.40%-1014.9pp | 773.79%-763.3pp | 561.29%-550.8pp |
| Employer contribution / active EE | $707 | $3,083-77.1% | $2,912-75.7% | $4,660-84.8% |
| Participant deferral / active EE | $2,027 | $4,643-56.4% | $4,319-53.1% | $6,688-69.7% |
| Admin fee / account holder | $24,265 | $8,415+188.3% | $7,386+228.5% | $13,397+81.1% |