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 | $93,037 | $153,311-39.3% | $109,313-14.9% | $273,961-66.0% |
| Participation rate | 25.0% | 80.1%-55.1pp | 71.3%-46.3pp | 83.0%-58.0pp |
| Annual return | 7.25% | 29.86%-22.6pp | 22.07%-14.8pp | 41.45%-34.2pp |
| Employer contribution / active EE | $2,188 | $5,619-61.1% | $3,892-43.8% | $4,869-55.1% |
| Participant deferral / active EE | $0 | $3,932-100.0% | $3,166-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,097 | $8,076-74.0% | $5,666-63.0% | $10,132-79.3% |