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 | $88,109 | $80,968+8.8% | $96,544-8.7% | $75,163+17.2% |
| Participation rate | 55.6% | 71.8%-16.2pp | 76.0%-20.4pp | 67.2%-11.6pp |
| Annual return | 41.77% | 27.06%+14.7pp | 25.84%+15.9pp | 160.62%-118.9pp |
| Employer contribution / active EE | $1,349 | $2,282-40.9% | $2,965-54.5% | $2,670-49.5% |
| Participant deferral / active EE | $2,749 | $3,928-30.0% | $4,851-43.3% | $4,125-33.4% |
| Admin fee / account holder | $10,710 | $6,724+59.3% | $8,252+29.8% | $5,651+89.5% |