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 | $80,613 | $80,724-0.1% | $103,333-22.0% | $74,495+8.2% |
| Participation rate | 67.9% | 65.7%+2.3pp | 74.5%-6.6pp | 67.2%+0.7pp |
| Annual return | 21.02% | 27.56%-6.5pp | 24.88%-3.9pp | 1364.94%-1343.9pp |
| Employer contribution / active EE | $1,512 | $3,157-52.1% | $3,868-60.9% | $2,623-42.3% |
| Participant deferral / active EE | $4,955 | $3,860+28.4% | $5,057-2.0% | $4,346+14.0% |
| Admin fee / account holder | $8,294 | $2,368+250.2% | $8,355-0.7% | $1,942+327.1% |