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 | $69,456 | $85,766-19.0% | $136,294-49.0% | $70,131-1.0% |
| Participation rate | 68.6% | 74.2%-5.5pp | 81.9%-13.3pp | 69.5%-0.9pp |
| Annual return | 18.10% | 31.45%-13.4pp | 5155.94%-5137.8pp | 73.14%-55.0pp |
| Employer contribution / active EE | $1,323 | $2,966-55.4% | $4,695-71.8% | $2,342-43.5% |
| Participant deferral / active EE | $2,761 | $5,051-45.3% | $6,247-55.8% | $3,332-17.1% |
| Admin fee / account holder | $3,856 | $5,420-28.9% | $9,243-58.3% | $4,645-17.0% |