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 | $86,988 | $76,367+13.9% | $93,606-7.1% | $72,985+19.2% |
| Participation rate | 63.9% | 71.7%-7.9pp | 75.8%-11.9pp | 69.5%-5.6pp |
| Annual return | 17.49% | 25.82%-8.3pp | 32.76%-15.3pp | 81.00%-63.5pp |
| Employer contribution / active EE | $707 | $2,275-68.9% | $2,718-74.0% | $2,440-71.0% |
| Participant deferral / active EE | $2,844 | $3,538-19.6% | $4,069-30.1% | $3,607-21.2% |
| Admin fee / account holder | $12,639 | $6,838+84.8% | $7,888+60.2% | $5,124+146.6% |