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 | $97,137 | $88,672+9.5% | $105,223-7.7% | $82,448+17.8% |
| Participation rate | 41.2% | 67.9%-26.7pp | 75.0%-33.9pp | 68.1%-26.9pp |
| Annual return | 15.51% | 30.86%-15.3pp | 180.65%-165.1pp | 41.64%-26.1pp |
| Employer contribution / active EE | $835 | $3,048-72.6% | $3,689-77.4% | $2,551-67.3% |
| Participant deferral / active EE | $3,084 | $4,036-23.6% | $5,072-39.2% | $4,139-25.5% |
| Admin fee / account holder | $1,916 | $7,146-73.2% | $8,859-78.4% | $7,234-73.5% |