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 | $103,706 | $48,570+113.5% | $130,648-20.6% | $72,985+42.1% |
| Participation rate | 50.0% | 58.6%-8.6pp | 71.7%-21.7pp | 69.5%-19.5pp |
| Annual return | 19.29% | 38.63%-19.3pp | 1708.96%-1689.7pp | 81.00%-61.7pp |
| Employer contribution / active EE | $1,299 | $1,334-2.7% | $4,092-68.3% | $2,440-46.8% |
| Participant deferral / active EE | $2,351 | $2,384-1.4% | $3,603-34.7% | $3,607-34.8% |
| Admin fee / account holder | $1,833 | $3,549-48.4% | $5,464-66.5% | $5,124-64.2% |