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 | $130,676 | $106,515+22.7% | $96,683+35.2% | $139,434-6.3% |
| Participation rate | 23.8% | 77.8%-54.0pp | 74.3%-50.5pp | 80.3%-56.5pp |
| Annual return | 14.48% | 38.43%-23.9pp | 35.69%-21.2pp | 372.94%-358.5pp |
| Employer contribution / active EE | $1,161 | $4,103-71.7% | $3,737-68.9% | $4,751-75.6% |
| Participant deferral / active EE | $3,078 | $5,454-43.6% | $4,878-36.9% | $6,710-54.1% |
| Admin fee / account holder | $18,675 | $7,877+137.1% | $6,730+177.5% | $11,403+63.8% |