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 | $105,079 | $27,839+277.5% | $58,482+79.7% | $71,457+47.1% |
| Participation rate | 21.5% | 34.5%-13.1pp | 50.9%-29.4pp | 67.9%-46.4pp |
| Annual return | 18.35% | 26.81%-8.5pp | 4239.32%-4221.0pp | 28.85%-10.5pp |
| Employer contribution / active EE | $365 | $631-42.1% | $1,053-65.3% | $2,588-85.9% |
| Participant deferral / active EE | $813 | $1,206-32.6% | $1,924-57.8% | $4,289-81.1% |
| Admin fee / account holder | $2,344 | $1,641+42.9% | $2,516-6.8% | $1,587+47.7% |