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 | $46,648 | $63,346-26.4% | $92,233-49.4% | $70,131-33.5% |
| Participation rate | 54.8% | 68.7%-13.8pp | 76.5%-21.6pp | 69.5%-14.7pp |
| Annual return | 12.77% | 530.12%-517.3pp | 176.28%-163.5pp | 73.14%-60.4pp |
| Employer contribution / active EE | $935 | $2,471-62.2% | $3,679-74.6% | $2,342-60.1% |
| Participant deferral / active EE | $3,117 | $2,854+9.2% | $3,897-20.0% | $3,332-6.5% |
| Admin fee / account holder | $18,905 | $3,840+392.3% | $5,194+264.0% | $4,645+307.0% |