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 | $36,608 | $96,484-62.1% | $75,886-51.8% | $152,861-76.1% |
| Participation rate | 0.0% | 76.2%-76.2pp | 69.3%-69.3pp | 82.4%-82.4pp |
| Annual return | 20.78% | 33.98%-13.2pp | 30.76%-10.0pp | 345.32%-324.5pp |
| Employer contribution / active EE | $2,146 | $3,309-35.2% | $2,500-14.2% | $4,762-54.9% |
| Participant deferral / active EE | $2,988 | $4,553-34.4% | $3,603-17.1% | $5,850-48.9% |
| Admin fee / account holder | $2,764 | $8,078-65.8% | $5,418-49.0% | $11,596-76.2% |