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 | $41,573 | $118,680-65.0% | $98,907-58.0% | $158,922-73.8% |
| Participation rate | 66.7% | 77.8%-11.2pp | 76.0%-9.4pp | 82.0%-15.3pp |
| Annual return | 16.58% | 372.35%-355.8pp | 196.43%-179.8pp | 302.83%-286.2pp |
| Employer contribution / active EE | $1,467 | $3,333-56.0% | $2,689-45.4% | $4,761-69.2% |
| Participant deferral / active EE | $6,264 | $5,088+23.1% | $4,244+47.6% | $5,982+4.7% |
| Admin fee / account holder | $311 | $10,131-96.9% | $6,642-95.3% | $11,246-97.2% |