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 | $73,882 | $81,208-9.0% | $98,907-25.3% | $79,858-7.5% |
| Participation rate | 69.9% | 72.5%-2.6pp | 76.0%-6.2pp | 69.6%+0.2pp |
| Annual return | 12.48% | 60.99%-48.5pp | 196.43%-184.0pp | 31.71%-19.2pp |
| Employer contribution / active EE | $1,574 | $1,960-19.7% | $2,689-41.5% | $2,471-36.3% |
| Participant deferral / active EE | $2,499 | $3,265-23.5% | $4,244-41.1% | $3,740-33.2% |
| Admin fee / account holder | $4,088 | $6,013-32.0% | $6,642-38.5% | $5,306-23.0% |