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 | $76,263 | $106,749-28.6% | $145,433-47.6% | $82,448-7.5% |
| Participation rate | 58.6% | 75.6%-17.0pp | 82.1%-23.5pp | 68.1%-9.4pp |
| Annual return | 41.21% | 27.59%+13.6pp | 66.58%-25.4pp | 41.64%-0.4pp |
| Employer contribution / active EE | $2,062 | $3,444-40.1% | $4,554-54.7% | $2,551-19.2% |
| Participant deferral / active EE | $5,306 | $6,519-18.6% | $7,897-32.8% | $4,139+28.2% |
| Admin fee / account holder | $1,106 | $8,390-86.8% | $13,129-91.6% | $7,234-84.7% |