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 | $82,467 | $98,750-16.5% | $149,696-44.9% | $79,858+3.3% |
| Participation rate | 60.7% | 75.8%-15.1pp | 82.5%-21.8pp | 69.6%-9.0pp |
| Annual return | 14.22% | 27.43%-13.2pp | 276.60%-262.4pp | 31.71%-17.5pp |
| Employer contribution / active EE | $2,554 | $3,216-20.6% | $4,644-45.0% | $2,471+3.4% |
| Participant deferral / active EE | $5,689 | $5,680+0.2% | $6,842-16.8% | $3,740+52.1% |
| Admin fee / account holder | $3,757 | $6,053-37.9% | $9,309-59.6% | $5,306-29.2% |