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 | $100,646 | $67,606+48.9% | $82,313+22.3% | $70,131+43.5% |
| Participation rate | 60.0% | 72.8%-12.8pp | 76.9%-16.9pp | 69.5%-9.5pp |
| Annual return | 18.34% | 21.57%-3.2pp | 25.88%-7.5pp | 73.14%-54.8pp |
| Employer contribution / active EE | $1,121 | $1,755-36.1% | $2,428-53.8% | $2,342-52.1% |
| Participant deferral / active EE | $2,928 | $2,987-2.0% | $3,706-21.0% | $3,332-12.1% |
| Admin fee / account holder | $5,976 | $4,512+32.4% | $5,608+6.6% | $4,645+28.6% |