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 | $90,127 | $65,041+38.6% | $90,951-0.9% | $79,858+12.9% |
| Participation rate | 42.3% | 61.6%-19.3pp | 69.0%-26.7pp | 69.6%-27.3pp |
| Annual return | 12.90% | 30.45%-17.5pp | 134.60%-121.7pp | 31.71%-18.8pp |
| Employer contribution / active EE | $680 | $1,247-45.4% | $2,122-67.9% | $2,471-72.5% |
| Participant deferral / active EE | $2,297 | $2,512-8.6% | $3,373-31.9% | $3,740-38.6% |
| Admin fee / account holder | $9,341 | $4,536+105.9% | $5,959+56.8% | $5,306+76.0% |