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 | $107,167 | $95,453+12.3% | $112,040-4.3% | $82,448+30.0% |
| Participation rate | 64.4% | 72.8%-8.3pp | 76.5%-12.0pp | 68.1%-3.6pp |
| Annual return | 13.84% | 23.92%-10.1pp | 24.52%-10.7pp | 41.64%-27.8pp |
| Employer contribution / active EE | $984 | $2,318-57.6% | $2,954-66.7% | $2,551-61.4% |
| Participant deferral / active EE | $3,142 | $4,224-25.6% | $5,098-38.4% | $4,139-24.1% |
| Admin fee / account holder | $2,561 | $9,013-71.6% | $12,098-78.8% | $7,234-64.6% |