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 | $70,978 | $86,929-18.3% | $102,423-30.7% | $80,856-12.2% |
| Participation rate | 61.8% | 72.4%-10.6pp | 76.5%-14.7pp | 67.6%-5.8pp |
| Annual return | 11.63% | 18.88%-7.3pp | 29.32%-17.7pp | 35.59%-24.0pp |
| Employer contribution / active EE | $1,473 | $2,369-37.8% | $3,023-51.3% | $2,755-46.5% |
| Participant deferral / active EE | $3,680 | $4,118-10.6% | $5,053-27.2% | $4,296-14.3% |
| Admin fee / account holder | $5,633 | $8,049-30.0% | $9,451-40.4% | $6,918-18.6% |