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 | $110,574 | $106,355+4.0% | $237,244-53.4% | $116,875-5.4% |
| Participation rate | 65.7% | 71.9%-6.2pp | 80.3%-14.6pp | 74.5%-8.9pp |
| Annual return | 21.43% | 17.03%+4.4pp | 4131.29%-4109.9pp | 16.29%+5.1pp |
| Employer contribution / active EE | $310 | $1,595-80.5% | $4,351-92.9% | $3,288-90.6% |
| Participant deferral / active EE | $6,440 | $3,396+89.7% | $4,056+58.8% | $3,885+65.8% |
| Admin fee / account holder | $10,881 | $11,423-4.7% | $18,030-39.7% | $12,263-11.3% |