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 | $55,336 | $117,841-53.0% | $102,423-46.0% | $145,922-62.1% |
| Participation rate | 54.2% | 78.6%-24.4pp | 76.5%-22.3pp | 80.3%-26.1pp |
| Annual return | 10.49% | 31.65%-21.2pp | 29.32%-18.8pp | 561.29%-550.8pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,043 | $5,731-64.3% | $5,053-59.6% | $6,688-69.4% |
| Admin fee / account holder | $7,270 | $13,326-45.4% | $9,451-23.1% | $13,397-45.7% |