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 | $41,095 | $45,566-9.8% | $64,105-35.9% | $59,632-31.1% |
| Participation rate | 50.0% | 60.2%-10.2pp | 68.2%-18.2pp | 68.7%-18.7pp |
| Annual return | -1.24% | 4.95%-6.2pp | 791.24%-792.5pp | 2041.28%-2042.5pp |
| Employer contribution / active EE | $301 | $934-67.7% | $1,820-83.4% | $2,203-86.3% |
| Participant deferral / active EE | $1,671 | $2,057-18.8% | $2,822-40.8% | $3,192-47.7% |
| Admin fee / account holder | $416 | $3,268-87.3% | $4,499-90.8% | $4,297-90.3% |