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 | $81,089 | $69,515+16.6% | $86,874-6.7% | $85,850-5.5% |
| Participation rate | 65.2% | 66.3%-1.2pp | 71.6%-6.5pp | 69.3%-4.2pp |
| Annual return | 14.00% | 20.12%-6.1pp | 63.52%-49.5pp | 318.53%-304.5pp |
| Employer contribution / active EE | $766 | $1,880-59.3% | $2,495-69.3% | $2,565-70.1% |
| Participant deferral / active EE | $3,174 | $2,919+8.7% | $3,699-14.2% | $3,952-19.7% |
| Admin fee / account holder | $11,592 | $5,972+94.1% | $5,828+98.9% | $6,260+85.2% |