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 | $46,343 | $54,380-14.8% | $68,509-32.4% | $59,632-22.3% |
| Participation rate | 61.5% | 70.2%-8.7pp | 74.7%-13.2pp | 68.7%-7.1pp |
| Annual return | 3.02% | 2.83%+0.2pp | 8.27%-5.2pp | 2041.28%-2038.3pp |
| Employer contribution / active EE | $2,031 | $1,539+32.0% | $2,278-10.8% | $2,203-7.8% |
| Participant deferral / active EE | $3,235 | $2,643+22.4% | $3,382-4.4% | $3,192+1.3% |
| Admin fee / account holder | $7,676 | $3,885+97.6% | $5,275+45.5% | $4,297+78.6% |