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 | $91,215 | $78,422+16.3% | $95,952-4.9% | $79,858+14.2% |
| Participation rate | 59.3% | 73.5%-14.2pp | 77.1%-17.8pp | 69.6%-10.4pp |
| Annual return | 12.37% | 19.37%-7.0pp | 91.61%-79.2pp | 31.71%-19.3pp |
| Employer contribution / active EE | $547 | $1,945-71.9% | $2,541-78.5% | $2,471-77.9% |
| Participant deferral / active EE | $2,292 | $3,440-33.4% | $4,167-45.0% | $3,740-38.7% |
| Admin fee / account holder | $8,749 | $5,622+55.6% | $6,795+28.7% | $5,306+64.9% |