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 | $66,106 | $49,025+34.8% | $87,507-24.5% | $62,891+5.1% |
| Participation rate | 66.7% | 64.9%+1.8pp | 73.8%-7.2pp | 69.3%-2.6pp |
| Annual return | 9.17% | 10.02%-0.8pp | 12.21%-3.0pp | 20.14%-11.0pp |
| Employer contribution / active EE | $291 | $1,372-78.8% | $2,550-88.6% | $2,281-87.3% |
| Participant deferral / active EE | $2,026 | $2,289-11.5% | $3,149-35.7% | $3,203-36.7% |
| Admin fee / account holder | $6,583 | $4,065+61.9% | $4,221+56.0% | $4,296+53.3% |