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 | $75,050 | $160,055-53.1% | $140,016-46.4% | $135,375-44.6% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.5%-37.5pp | 82.6%-32.6pp |
| Annual return | 4.26% | 911.38%-907.1pp | 651.12%-646.9pp | 519.73%-515.5pp |
| Employer contribution / active EE | $3,137 | $6,420-51.1% | $5,606-44.0% | $4,779-34.4% |
| Participant deferral / active EE | $12,250 | $7,642+60.3% | $6,927+76.8% | $5,609+118.4% |
| Admin fee / account holder | $350 | $13,328-97.4% | $10,705-96.7% | $10,827-96.8% |