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 | $134,139 | $109,881+22.1% | $150,045-10.6% | $84,808+58.2% |
| Participation rate | 42.9% | 76.1%-33.2pp | 82.3%-39.5pp | 68.3%-25.5pp |
| Annual return | 18.90% | 28.25%-9.3pp | 62.55%-43.6pp | 40.90%-22.0pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $6,867 | $6,636+3.5% | $7,997-14.1% | $4,212+63.1% |
| Admin fee / account holder | $10,487 | $8,568+22.4% | $13,435-21.9% | $7,344+42.8% |