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 | $94,354 | $80,968+16.5% | $96,544-2.3% | $75,163+25.5% |
| Participation rate | 58.8% | 71.8%-12.9pp | 76.0%-17.1pp | 67.2%-8.4pp |
| Annual return | 17.29% | 27.06%-9.8pp | 25.84%-8.5pp | 160.62%-143.3pp |
| Employer contribution / active EE | $698 | $2,282-69.4% | $2,965-76.5% | $2,670-73.9% |
| Participant deferral / active EE | $3,274 | $3,928-16.7% | $4,851-32.5% | $4,125-20.6% |
| Admin fee / account holder | $10,838 | $6,724+61.2% | $8,252+31.3% | $5,651+91.8% |