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 | $86,067 | $91,760-6.2% | $156,181-44.9% | $67,986+26.6% |
| Participation rate | 68.9% | 65.0%+3.9pp | 78.8%-9.9pp | 57.2%+11.7pp |
| Annual return | 17.70% | 18.14%-0.4pp | 64.87%-47.2pp | 31.67%-14.0pp |
| Employer contribution / active EE | $1,670 | $2,419-31.0% | $4,294-61.1% | $2,019-17.3% |
| Participant deferral / active EE | $3,229 | $3,960-18.5% | $6,132-47.3% | $3,358-3.8% |
| Admin fee / account holder | $16,105 | $3,949+307.9% | $14,586+10.4% | $3,203+402.8% |