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 | $77,230 | $98,750-21.8% | $149,696-48.4% | $79,858-3.3% |
| Participation rate | 57.1% | 75.8%-18.6pp | 82.5%-25.3pp | 69.6%-12.5pp |
| Annual return | 14.00% | 27.43%-13.4pp | 276.60%-262.6pp | 31.71%-17.7pp |
| Employer contribution / active EE | $1,901 | $3,216-40.9% | $4,644-59.1% | $2,471-23.1% |
| Participant deferral / active EE | $3,642 | $5,680-35.9% | $6,842-46.8% | $3,740-2.6% |
| Admin fee / account holder | $6,403 | $6,053+5.8% | $9,309-31.2% | $5,306+20.7% |