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 | $108,082 | $111,814-3.3% | $103,374+4.6% | $145,959-26.0% |
| Participation rate | 52.2% | 77.9%-25.8pp | 74.5%-22.3pp | 80.3%-28.1pp |
| Annual return | 9.72% | 24.77%-15.1pp | 24.89%-15.2pp | 561.95%-552.2pp |
| Employer contribution / active EE | $913 | $4,214-78.3% | $3,869-76.4% | $4,661-80.4% |
| Participant deferral / active EE | $2,480 | $5,618-55.9% | $5,058-51.0% | $6,689-62.9% |
| Admin fee / account holder | $1,471 | $9,754-84.9% | $8,394-82.5% | $13,398-89.0% |