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 | $33,120 | $80,812-59.0% | $160,784-79.4% | $82,448-59.8% |
| Participation rate | 65.1% | 66.2%-1.1pp | 77.0%-11.8pp | 68.1%-3.0pp |
| Annual return | 16.62% | 100.59%-84.0pp | 1803.92%-1787.3pp | 41.64%-25.0pp |
| Employer contribution / active EE | $1,127 | $2,174-48.1% | $3,733-69.8% | $2,551-55.8% |
| Participant deferral / active EE | $3,329 | $4,335-23.2% | $6,293-47.1% | $4,139-19.6% |
| Admin fee / account holder | $699 | $7,695-90.9% | $9,717-92.8% | $7,234-90.3% |