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 | $104,763 | $117,859-11.1% | $102,438+2.3% | $145,959-28.2% |
| Participation rate | 68.8% | 78.6%-9.8pp | 76.5%-7.7pp | 80.3%-11.5pp |
| Annual return | 33.52% | 31.72%+1.8pp | 29.37%+4.1pp | 561.95%-528.4pp |
| Employer contribution / active EE | $2,172 | $3,615-39.9% | $3,024-28.2% | $4,661-53.4% |
| Participant deferral / active EE | $3,501 | $5,732-38.9% | $5,054-30.7% | $6,689-47.7% |
| Admin fee / account holder | $9,698 | $13,318-27.2% | $9,448+2.6% | $13,398-27.6% |