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 | $94,288 | $66,098+42.6% | $101,794-7.4% | $74,304+26.9% |
| Participation rate | 67.6% | 53.8%+13.9pp | 69.2%-1.6pp | 60.3%+7.3pp |
| Annual return | 14.90% | 19.59%-4.7pp | 30.53%-15.6pp | 29.43%-14.5pp |
| Employer contribution / active EE | $380 | $1,082-64.9% | $2,289-83.4% | $2,241-83.1% |
| Participant deferral / active EE | $3,512 | $2,781+26.3% | $4,084-14.0% | $3,767-6.8% |
| Admin fee / account holder | $3,400 | $4,146-18.0% | $8,777-61.3% | $2,969+14.5% |