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 | $85,616 | $70,428+21.6% | $96,562-11.3% | $85,850-0.3% |
| Participation rate | 42.9% | 61.8%-18.9pp | 69.8%-27.0pp | 69.3%-26.5pp |
| Annual return | 12.10% | 18.59%-6.5pp | 37.78%-25.7pp | 318.53%-306.4pp |
| Employer contribution / active EE | $394 | $1,413-72.1% | $2,356-83.3% | $2,565-84.7% |
| Participant deferral / active EE | $2,924 | $2,894+1.0% | $3,849-24.0% | $3,952-26.0% |
| Admin fee / account holder | $7,175 | $4,997+43.6% | $6,181+16.1% | $6,260+14.6% |