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 | $66,431 | $63,346+4.9% | $92,233-28.0% | $70,131-5.3% |
| Participation rate | 56.8% | 68.7%-11.9pp | 76.5%-19.7pp | 69.5%-12.8pp |
| Annual return | 17.61% | 530.12%-512.5pp | 176.28%-158.7pp | 73.14%-55.5pp |
| Employer contribution / active EE | $1,841 | $2,471-25.5% | $3,679-50.0% | $2,342-21.4% |
| Participant deferral / active EE | $3,761 | $2,854+31.8% | $3,897-3.5% | $3,332+12.9% |
| Admin fee / account holder | $3,567 | $3,840-7.1% | $5,194-31.3% | $4,645-23.2% |