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 | $180,032 | $162,781+10.6% | $133,956+34.4% | $158,922+13.3% |
| Participation rate | 21.4% | 83.2%-61.8pp | 79.8%-58.4pp | 82.0%-60.5pp |
| Annual return | 11.63% | 41.94%-30.3pp | 45.09%-33.5pp | 302.83%-291.2pp |
| Employer contribution / active EE | $1,476 | $4,975-70.3% | $3,919-62.3% | $4,761-69.0% |
| Participant deferral / active EE | $2,297 | $5,911-61.1% | $5,048-54.5% | $5,982-61.6% |
| Admin fee / account holder | $22,200 | $11,736+89.2% | $8,927+148.7% | $11,246+97.4% |