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 | $59,461 | $53,127+11.9% | $86,590-31.3% | $70,131-15.2% |
| Participation rate | 67.2% | 65.3%+1.9pp | 73.5%-6.4pp | 69.5%-2.4pp |
| Annual return | 22.70% | 27.66%-5.0pp | 964.84%-942.1pp | 73.14%-50.4pp |
| Employer contribution / active EE | $403 | $2,068-80.5% | $2,839-85.8% | $2,342-82.8% |
| Participant deferral / active EE | $4,269 | $2,696+58.4% | $3,609+18.3% | $3,332+28.1% |
| Admin fee / account holder | $1,630 | $3,585-54.5% | $4,906-66.8% | $4,645-64.9% |