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 | $62,868 | $55,706+12.9% | $75,886-17.2% | $72,985-13.9% |
| Participation rate | 52.4% | 61.1%-8.7pp | 69.3%-16.9pp | 69.5%-17.1pp |
| Annual return | 24.71% | 27.59%-2.9pp | 30.76%-6.0pp | 81.00%-56.3pp |
| Employer contribution / active EE | $1,926 | $1,687+14.2% | $2,500-23.0% | $2,440-21.0% |
| Participant deferral / active EE | $2,465 | $2,634-6.4% | $3,603-31.6% | $3,607-31.7% |
| Admin fee / account holder | $460 | $3,978-88.4% | $5,418-91.5% | $5,124-91.0% |