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 | $64,276 | $78,422-18.0% | $95,952-33.0% | $79,858-19.5% |
| Participation rate | 65.4% | 73.5%-8.1pp | 77.1%-11.7pp | 69.6%-4.2pp |
| Annual return | 15.22% | 19.37%-4.2pp | 91.61%-76.4pp | 31.71%-16.5pp |
| Employer contribution / active EE | $1,179 | $1,945-39.4% | $2,541-53.6% | $2,471-52.3% |
| Participant deferral / active EE | $3,304 | $3,440-4.0% | $4,167-20.7% | $3,740-11.7% |
| Admin fee / account holder | $6,603 | $5,622+17.4% | $6,795-2.8% | $5,306+24.4% |