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 | $106,529 | $148,978-28.5% | $200,582-46.9% | $84,808+25.6% |
| Participation rate | 68.0% | 84.2%-16.2pp | 86.9%-18.9pp | 68.3%-0.3pp |
| Annual return | 22.98% | 28.16%-5.2pp | 42.33%-19.4pp | 40.90%-17.9pp |
| Employer contribution / active EE | $1,638 | $4,815-66.0% | $6,419-74.5% | $2,631-37.8% |
| Participant deferral / active EE | $4,066 | $7,142-43.1% | $9,331-56.4% | $4,212-3.5% |
| Admin fee / account holder | $2,826 | $13,977-79.8% | $16,305-82.7% | $7,344-61.5% |