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 | $168,335 | $162,781+3.4% | $133,956+25.7% | $158,922+5.9% |
| Participation rate | 55.0% | 83.2%-28.2pp | 79.8%-24.8pp | 82.0%-27.0pp |
| Annual return | 16.39% | 41.94%-25.6pp | 45.09%-28.7pp | 302.83%-286.4pp |
| Employer contribution / active EE | $1,475 | $4,975-70.4% | $3,919-62.4% | $4,761-69.0% |
| Participant deferral / active EE | $3,112 | $5,911-47.3% | $5,048-38.3% | $5,982-48.0% |
| Admin fee / account holder | $22,854 | $11,736+94.7% | $8,927+156.0% | $11,246+103.2% |