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 | $100,514 | $78,422+28.2% | $95,952+4.8% | $79,858+25.9% |
| Participation rate | 66.2% | 73.5%-7.3pp | 77.1%-10.9pp | 69.6%-3.5pp |
| Annual return | 11.02% | 19.37%-8.4pp | 91.61%-80.6pp | 31.71%-20.7pp |
| Employer contribution / active EE | $1,506 | $1,945-22.6% | $2,541-40.7% | $2,471-39.1% |
| Participant deferral / active EE | $3,369 | $3,440-2.1% | $4,167-19.2% | $3,740-9.9% |
| Admin fee / account holder | $18,766 | $5,622+233.8% | $6,795+176.2% | $5,306+253.7% |