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 | $66,680 | $58,512+14.0% | $84,015-20.6% | $72,985-8.6% |
| Participation rate | 36.2% | 61.2%-25.0pp | 69.0%-32.8pp | 69.5%-33.3pp |
| Annual return | 17.82% | 28.93%-11.1pp | 71.31%-53.5pp | 81.00%-63.2pp |
| Employer contribution / active EE | $238 | $1,163-79.6% | $1,983-88.0% | $2,440-90.3% |
| Participant deferral / active EE | $1,095 | $2,394-54.3% | $3,239-66.2% | $3,607-69.6% |
| Admin fee / account holder | $22,421 | $4,569+390.7% | $6,101+267.5% | $5,124+337.5% |