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 | $58,728 | $46,553+26.2% | $64,056-8.3% | $75,163-21.9% |
| Participation rate | 51.2% | 65.9%-14.8pp | 72.3%-21.1pp | 67.2%-16.0pp |
| Annual return | 14.64% | 26.03%-11.4pp | 33.69%-19.0pp | 160.62%-146.0pp |
| Employer contribution / active EE | $1,139 | $1,974-42.3% | $2,747-58.5% | $2,670-57.3% |
| Participant deferral / active EE | $2,972 | $2,837+4.8% | $3,880-23.4% | $4,125-28.0% |
| Admin fee / account holder | $2,124 | $2,952-28.0% | $3,068-30.8% | $5,651-62.4% |