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 | $108,219 | $89,753+20.6% | $107,525+0.6% | $84,808+27.6% |
| Participation rate | 58.4% | 68.1%-9.6pp | 75.1%-16.6pp | 68.3%-9.9pp |
| Annual return | 16.24% | 29.48%-13.2pp | 181.32%-165.1pp | 40.90%-24.7pp |
| Employer contribution / active EE | $1,624 | $3,113-47.8% | $3,754-56.7% | $2,631-38.3% |
| Participant deferral / active EE | $3,403 | $4,056-16.1% | $5,116-33.5% | $4,212-19.2% |
| Admin fee / account holder | $865 | $7,222-88.0% | $8,919-90.3% | $7,344-88.2% |