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 | $103,399 | $58,512+76.7% | $84,015+23.1% | $72,985+41.7% |
| Participation rate | 44.0% | 61.2%-17.2pp | 69.0%-25.0pp | 69.5%-25.5pp |
| Annual return | 18.65% | 28.93%-10.3pp | 71.31%-52.7pp | 81.00%-62.4pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,694 | $2,394+12.5% | $3,239-16.8% | $3,607-25.3% |
| Admin fee / account holder | $415 | $4,569-90.9% | $6,101-93.2% | $5,124-91.9% |