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 | $130,629 | $215,361-39.3% | $171,082-23.6% | $273,961-52.3% |
| Participation rate | 66.7% | 82.0%-15.4pp | 76.7%-10.0pp | 83.0%-16.3pp |
| Annual return | 14.93% | 25.14%-10.2pp | 32.56%-17.6pp | 41.45%-26.5pp |
| Employer contribution / active EE | $4,838 | $4,967-2.6% | $4,002+20.9% | $4,869-0.6% |
| Participant deferral / active EE | $7,596 | $5,543+37.0% | $4,797+58.3% | $5,287+43.7% |
| Admin fee / account holder | $946 | $10,846-91.3% | $8,520-88.9% | $10,132-90.7% |