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 | $101,454 | $78,705+28.9% | $117,854-13.9% | $70,131+44.7% |
| Participation rate | 66.1% | 73.2%-7.1pp | 79.7%-13.5pp | 69.5%-3.4pp |
| Annual return | 22.23% | 23.30%-1.1pp | 335.08%-312.8pp | 73.14%-50.9pp |
| Employer contribution / active EE | $863 | $2,223-61.2% | $3,786-77.2% | $2,342-63.2% |
| Participant deferral / active EE | $2,389 | $3,297-27.5% | $4,482-46.7% | $3,332-28.3% |
| Admin fee / account holder | $9,168 | $5,065+81.0% | $8,020+14.3% | $4,645+97.3% |