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 | $73,378 | $74,888-2.0% | $71,209+3.0% | $142,382-48.5% |
| Participation rate | 53.8% | 76.2%-22.4pp | 73.8%-19.9pp | 80.1%-26.3pp |
| Annual return | 14.07% | 345.14%-331.1pp | 282.51%-268.4pp | 217.08%-203.0pp |
| Employer contribution / active EE | $1,517 | $2,854-46.9% | $2,721-44.3% | $4,299-64.7% |
| Participant deferral / active EE | $4,017 | $4,454-9.8% | $4,175-3.8% | $6,507-38.3% |
| Admin fee / account holder | $44,534 | $5,568+699.8% | $5,349+732.6% | $12,624+252.8% |