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 | $97,015 | $62,573+55.0% | $85,682+13.2% | $85,850+13.0% |
| Participation rate | 17.8% | 61.1%-43.4pp | 69.9%-52.1pp | 69.3%-51.5pp |
| Annual return | 16.87% | 23.77%-6.9pp | 21.49%-4.6pp | 318.53%-301.7pp |
| Employer contribution / active EE | $421 | $1,757-76.0% | $2,618-83.9% | $2,565-83.6% |
| Participant deferral / active EE | $1,083 | $2,802-61.4% | $3,923-72.4% | $3,952-72.6% |
| Admin fee / account holder | $1,219 | $4,640-73.7% | $6,873-82.3% | $6,260-80.5% |