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 | $123,085 | $118,849+3.6% | $96,562+27.5% | $167,490-26.5% |
| Participation rate | 38.9% | 75.5%-36.6pp | 69.8%-30.9pp | 82.1%-43.2pp |
| Annual return | 16.67% | 50.49%-33.8pp | 37.78%-21.1pp | 478.56%-461.9pp |
| Employer contribution / active EE | $1,281 | $3,120-58.9% | $2,356-45.6% | $4,837-73.5% |
| Participant deferral / active EE | $2,769 | $4,616-40.0% | $3,849-28.1% | $6,341-56.3% |
| Admin fee / account holder | $5,364 | $8,065-33.5% | $6,181-13.2% | $12,309-56.4% |