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 | $115,085 | $140,940-18.3% | $112,229+2.5% | $139,434-17.5% |
| Participation rate | 53.3% | 79.2%-25.9pp | 72.4%-19.1pp | 80.3%-27.0pp |
| Annual return | 15.29% | 32.71%-17.4pp | 30.20%-14.9pp | 372.94%-357.7pp |
| Employer contribution / active EE | $2,309 | $4,283-46.1% | $3,430-32.7% | $4,751-51.4% |
| Participant deferral / active EE | $3,870 | $5,874-34.1% | $4,798-19.3% | $6,710-42.3% |
| Admin fee / account holder | $539 | $9,954-94.6% | $7,748-93.0% | $11,403-95.3% |