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 | $96,002 | $78,672+22.0% | $109,143-12.0% | $85,850+11.8% |
| Participation rate | 15.1% | 68.3%-53.2pp | 75.9%-60.8pp | 69.3%-54.2pp |
| Annual return | 13.22% | 25.09%-11.9pp | 25.75%-12.5pp | 318.53%-305.3pp |
| Employer contribution / active EE | $1,088 | $2,735-60.2% | $3,722-70.8% | $2,565-57.6% |
| Participant deferral / active EE | $1,948 | $3,467-43.8% | $4,653-58.1% | $3,952-50.7% |
| Admin fee / account holder | $5,268 | $5,469-3.7% | $6,752-22.0% | $6,260-15.8% |