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 | $83,143 | $95,266-12.7% | $82,389+0.9% | $142,382-41.6% |
| Participation rate | 69.2% | 74.5%-5.2pp | 69.5%-0.3pp | 80.1%-10.9pp |
| Annual return | 12.02% | 25.74%-13.7pp | 28.67%-16.6pp | 217.08%-205.1pp |
| Employer contribution / active EE | $2,196 | $2,991-26.6% | $2,517-12.8% | $4,299-48.9% |
| Participant deferral / active EE | $4,800 | $4,809-0.2% | $4,155+15.5% | $6,507-26.2% |
| Admin fee / account holder | $2,957 | $8,563-65.5% | $7,231-59.1% | $12,624-76.6% |