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 | $86,106 | $81,248+6.0% | $155,509-44.6% | $80,856+6.5% |
| Participation rate | 64.3% | 66.2%-1.9pp | 78.2%-13.9pp | 67.6%-3.4pp |
| Annual return | 18.32% | 33.31%-15.0pp | 64.67%-46.3pp | 35.59%-17.3pp |
| Employer contribution / active EE | $2,253 | $3,100-27.3% | $4,672-51.8% | $2,755-18.2% |
| Participant deferral / active EE | $4,258 | $3,452+23.4% | $5,626-24.3% | $4,296-0.9% |
| Admin fee / account holder | $1,554 | $7,997-80.6% | $15,912-90.2% | $6,918-77.5% |