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 | $15,240 | $75,828-79.9% | $147,614-89.7% | $59,632-74.4% |
| Participation rate | 48.6% | 71.6%-22.9pp | 84.6%-36.0pp | 68.7%-20.0pp |
| Annual return | 0.99% | 0.37%+0.6pp | 61.98%-61.0pp | 2041.28%-2040.3pp |
| Employer contribution / active EE | $692 | $3,485-80.1% | $5,564-87.6% | $2,203-68.6% |
| Participant deferral / active EE | $1,068 | $3,130-65.9% | $4,895-78.2% | $3,192-66.5% |
| Admin fee / account holder | $5,107 | $5,985-14.7% | $11,611-56.0% | $4,297+18.8% |