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 | $96,595 | $76,670+26.0% | $96,683-0.1% | $71,457+35.2% |
| Participation rate | 46.1% | 66.6%-20.5pp | 74.3%-28.3pp | 67.9%-21.8pp |
| Annual return | 16.86% | 48.29%-31.4pp | 35.69%-18.8pp | 28.85%-12.0pp |
| Employer contribution / active EE | $1,876 | $3,031-38.1% | $3,737-49.8% | $2,588-27.5% |
| Participant deferral / active EE | $4,095 | $3,771+8.6% | $4,878-16.1% | $4,289-4.5% |
| Admin fee / account holder | $4,675 | $2,028+130.5% | $6,730-30.5% | $1,587+194.5% |