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 | $74,354 | $67,984+9.4% | $65,493+13.5% | $74,304+0.1% |
| Participation rate | 47.1% | 66.3%-19.2pp | 73.1%-26.0pp | 60.3%-13.2pp |
| Annual return | 19.44% | 19.87%-0.4pp | 982.45%-963.0pp | 29.43%-10.0pp |
| Employer contribution / active EE | $1,055 | $2,491-57.6% | $2,574-59.0% | $2,241-52.9% |
| Participant deferral / active EE | $1,667 | $3,346-50.2% | $3,961-57.9% | $3,767-55.8% |
| Admin fee / account holder | $5,355 | $1,373+290.1% | $5,028+6.5% | $2,969+80.4% |