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 | $93,422 | $58,208+60.5% | $81,812+14.2% | $80,856+15.5% |
| Participation rate | 50.0% | 63.4%-13.4pp | 72.3%-22.3pp | 67.6%-17.6pp |
| Annual return | 14.54% | 41.66%-27.1pp | 773.79%-759.3pp | 35.59%-21.1pp |
| Employer contribution / active EE | $1,629 | $2,340-30.4% | $2,912-44.0% | $2,755-40.9% |
| Participant deferral / active EE | $2,958 | $3,281-9.8% | $4,319-31.5% | $4,296-31.1% |
| Admin fee / account holder | $10,560 | $4,981+112.0% | $7,386+43.0% | $6,918+52.6% |