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 | $89,813 | $98,750-9.0% | $149,696-40.0% | $79,858+12.5% |
| Participation rate | 65.3% | 75.8%-10.5pp | 82.5%-17.2pp | 69.6%-4.4pp |
| Annual return | 18.31% | 27.43%-9.1pp | 276.60%-258.3pp | 31.71%-13.4pp |
| Employer contribution / active EE | $2,063 | $3,216-35.9% | $4,644-55.6% | $2,471-16.5% |
| Participant deferral / active EE | $4,645 | $5,680-18.2% | $6,842-32.1% | $3,740+24.2% |
| Admin fee / account holder | $3,314 | $6,053-45.2% | $9,309-64.4% | $5,306-37.5% |