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 | $92,013 | $88,672+3.8% | $105,223-12.6% | $82,448+11.6% |
| Participation rate | 46.8% | 67.9%-21.1pp | 75.0%-28.2pp | 68.1%-21.3pp |
| Annual return | 14.32% | 30.86%-16.5pp | 180.65%-166.3pp | 41.64%-27.3pp |
| Employer contribution / active EE | $1,897 | $3,048-37.8% | $3,689-48.6% | $2,551-25.6% |
| Participant deferral / active EE | $4,497 | $4,036+11.4% | $5,072-11.3% | $4,139+8.7% |
| Admin fee / account holder | $2,289 | $7,146-68.0% | $8,859-74.2% | $7,234-68.4% |