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 | $167,936 | $157,256+6.8% | $141,162+19.0% | $152,861+9.9% |
| Participation rate | 55.6% | 84.8%-29.3pp | 82.5%-26.9pp | 82.4%-26.9pp |
| Annual return | 16.27% | 64.32%-48.1pp | 71.39%-55.1pp | 345.32%-329.0pp |
| Employer contribution / active EE | $1,792 | $5,261-65.9% | $4,735-62.2% | $4,762-62.4% |
| Participant deferral / active EE | $6,044 | $7,109-15.0% | $6,709-9.9% | $5,850+3.3% |
| Admin fee / account holder | $1,902 | $12,120-84.3% | $10,261-81.5% | $11,596-83.6% |