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 | $47,135 | $40,256+17.1% | $57,343-17.8% | $59,632-21.0% |
| Participation rate | 25.6% | 69.2%-43.6pp | 75.1%-49.5pp | 68.7%-43.1pp |
| Annual return | 1.94% | 27.49%-25.5pp | 24.39%-22.4pp | 2041.28%-2039.3pp |
| Employer contribution / active EE | $693 | $1,922-63.9% | $2,689-74.2% | $2,203-68.5% |
| Participant deferral / active EE | $1,707 | $2,399-28.8% | $3,162-46.0% | $3,192-46.5% |
| Admin fee / account holder | $25,408 | $2,818+801.8% | $3,356+657.2% | $4,297+491.3% |