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 | $53,738 | $90,745-40.8% | $130,231-58.7% | $75,163-28.5% |
| Participation rate | 50.0% | 71.1%-21.1pp | 76.3%-26.3pp | 67.2%-17.2pp |
| Annual return | 51.50% | 34.45%+17.1pp | 38.77%+12.7pp | 160.62%-109.1pp |
| Employer contribution / active EE | $2,599 | $3,314-21.6% | $4,126-37.0% | $2,670-2.7% |
| Participant deferral / active EE | $4,009 | $5,362-25.2% | $6,799-41.0% | $4,125-2.8% |
| Admin fee / account holder | $2,266 | $6,331-64.2% | $6,020-62.4% | $5,651-59.9% |