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 | $90,154 | $76,367+18.1% | $93,606-3.7% | $72,985+23.5% |
| Participation rate | 33.8% | 71.7%-38.0pp | 75.8%-42.0pp | 69.5%-35.7pp |
| Annual return | 17.72% | 25.82%-8.1pp | 32.76%-15.0pp | 81.00%-63.3pp |
| Employer contribution / active EE | $741 | $2,275-67.4% | $2,718-72.7% | $2,440-69.6% |
| Participant deferral / active EE | $2,011 | $3,538-43.2% | $4,069-50.6% | $3,607-44.3% |
| Admin fee / account holder | $36,213 | $6,838+429.6% | $7,888+359.1% | $5,124+606.7% |