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 | $88,774 | $78,483+13.1% | $106,201-16.4% | $74,546+19.1% |
| Participation rate | 59.8% | 72.8%-13.0pp | 75.3%-15.5pp | 67.2%-7.4pp |
| Annual return | 15.91% | 15.94%0pp | 116.26%-100.3pp | 1366.03%-1350.1pp |
| Employer contribution / active EE | $1,945 | $2,522-22.9% | $3,170-38.6% | $2,624-25.9% |
| Participant deferral / active EE | $3,292 | $4,320-23.8% | $5,012-34.3% | $4,347-24.3% |
| Admin fee / account holder | $11,275 | $2,236+404.3% | $11,039+2.1% | $1,944+480.1% |