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 | $130,707 | $111,814+16.9% | $103,374+26.4% | $145,959-10.4% |
| Participation rate | 52.2% | 77.9%-25.8pp | 74.5%-22.3pp | 80.3%-28.1pp |
| Annual return | 13.92% | 24.77%-10.9pp | 24.89%-11.0pp | 561.95%-548.0pp |
| Employer contribution / active EE | $2,235 | $4,214-47.0% | $3,869-42.2% | $4,661-52.0% |
| Participant deferral / active EE | $4,371 | $5,618-22.2% | $5,058-13.6% | $6,689-34.7% |
| Admin fee / account holder | $981 | $9,754-89.9% | $8,394-88.3% | $13,398-92.7% |