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 7-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 | $28,820 | $48,230-40.2% | $67,502-57.3% | $80,856-64.4% |
| Participation rate | 65.6% | 66.4%-0.7pp | 72.9%-7.2pp | 67.6%-2.0pp |
| Annual return | 17.93% | 18.28%-0.3pp | 3512.12%-3494.2pp | 35.59%-17.7pp |
| Employer contribution / active EE | $0 | $2,020-100.0% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,071 | $2,924+5.1% | $4,000-23.2% | $4,296-28.5% |
| Admin fee / account holder | $1,715 | $3,681-53.4% | $3,998-57.1% | $6,918-75.2% |