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 | $142,409 | $127,264+11.9% | $109,895+29.6% | $167,490-15.0% |
| Participation rate | 57.1% | 77.9%-20.7pp | 74.2%-17.1pp | 82.1%-25.0pp |
| Annual return | 11.55% | 22.97%-11.4pp | 29.45%-17.9pp | 478.56%-467.0pp |
| Employer contribution / active EE | $312 | $3,322-90.6% | $2,842-89.0% | $4,837-93.5% |
| Participant deferral / active EE | $1,527 | $4,514-66.2% | $4,048-62.3% | $6,341-75.9% |
| Admin fee / account holder | $681 | $7,114-90.4% | $6,066-88.8% | $12,309-94.5% |