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 | $61,394 | $83,902-26.8% | $167,512-63.3% | $84,808-27.6% |
| Participation rate | 30.5% | 66.5%-36.0pp | 77.1%-46.6pp | 68.3%-37.8pp |
| Annual return | 13.50% | 91.55%-78.0pp | 1615.79%-1602.3pp | 40.90%-27.4pp |
| Employer contribution / active EE | $957 | $2,264-57.7% | $3,882-75.3% | $2,631-63.6% |
| Participant deferral / active EE | $2,114 | $4,442-52.4% | $6,405-67.0% | $4,212-49.8% |
| Admin fee / account holder | $7,847 | $7,915-0.9% | $9,769-19.7% | $7,344+6.9% |