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 | $32,630 | $228,332-85.7% | $185,823-82.4% | $158,922-79.5% |
| Participation rate | 61.5% | 82.3%-20.8pp | 78.0%-16.5pp | 82.0%-20.4pp |
| Annual return | 24.60% | 40.80%-16.2pp | 35.95%-11.4pp | 302.83%-278.2pp |
| Employer contribution / active EE | $1,103 | $4,967-77.8% | $4,087-73.0% | $4,761-76.8% |
| Participant deferral / active EE | $2,958 | $6,415-53.9% | $5,632-47.5% | $5,982-50.6% |
| Admin fee / account holder | $468 | $11,864-96.1% | $9,500-95.1% | $11,246-95.8% |