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 | $98,243 | $69,977+40.4% | $108,579-9.5% | $62,891+56.2% |
| Participation rate | 48.3% | 72.9%-24.6pp | 79.6%-31.3pp | 69.3%-21.0pp |
| Annual return | 5.79% | 10.73%-4.9pp | -51.70%+57.5pp | 20.14%-14.3pp |
| Employer contribution / active EE | $824 | $2,135-61.4% | $3,758-78.1% | $2,281-63.9% |
| Participant deferral / active EE | $3,012 | $3,165-4.8% | $4,311-30.1% | $3,203-6.0% |
| Admin fee / account holder | $1,257 | $5,076-75.2% | $7,645-83.6% | $4,296-70.7% |