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 | $133,798 | $102,828+30.1% | $105,387+27.0% | $152,861-12.5% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.6%-32.6pp | 82.4%-32.4pp |
| Annual return | 16.43% | 20.85%-4.4pp | 26.82%-10.4pp | 345.32%-328.9pp |
| Employer contribution / active EE | $1,491 | $4,473-66.7% | $4,213-64.6% | $4,762-68.7% |
| Participant deferral / active EE | $2,363 | $5,465-56.8% | $5,502-57.1% | $5,850-59.6% |
| Admin fee / account holder | $8,696 | $8,683+0.2% | $6,559+32.6% | $11,596-25.0% |