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 | $84,397 | $87,870-4.0% | $113,168-25.4% | $74,304+13.6% |
| Participation rate | 56.9% | 70.7%-13.8pp | 76.6%-19.6pp | 60.3%-3.4pp |
| Annual return | 18.43% | 26.44%-8.0pp | 24.27%-5.8pp | 29.43%-11.0pp |
| Employer contribution / active EE | $2,162 | $2,277-5.1% | $2,975-27.3% | $2,241-3.5% |
| Participant deferral / active EE | $4,396 | $4,241+3.7% | $5,107-13.9% | $3,767+16.7% |
| Admin fee / account holder | $11,401 | $3,368+238.5% | $12,068-5.5% | $2,969+284.0% |