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 | $106,684 | $100,773+5.9% | $88,946+19.9% | $142,382-25.1% |
| Participation rate | 28.6% | 74.3%-45.7pp | 68.8%-40.3pp | 80.1%-51.5pp |
| Annual return | 16.46% | 70.18%-53.7pp | 57.82%-41.4pp | 217.08%-200.6pp |
| Employer contribution / active EE | $1,091 | $2,918-62.6% | $2,555-57.3% | $4,299-74.6% |
| Participant deferral / active EE | $3,136 | $5,230-40.0% | $4,581-31.5% | $6,507-51.8% |
| Admin fee / account holder | $832 | $9,693-91.4% | $8,261-89.9% | $12,624-93.4% |