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 | $76,872 | $98,750-22.2% | $149,696-48.6% | $79,858-3.7% |
| Participation rate | 63.5% | 75.8%-12.3pp | 82.5%-19.0pp | 69.6%-6.2pp |
| Annual return | 15.56% | 27.43%-11.9pp | 276.60%-261.0pp | 31.71%-16.2pp |
| Employer contribution / active EE | $2,301 | $3,216-28.5% | $4,644-50.5% | $2,471-6.9% |
| Participant deferral / active EE | $7,296 | $5,680+28.4% | $6,842+6.6% | $3,740+95.1% |
| Admin fee / account holder | $11,497 | $6,053+90.0% | $9,309+23.5% | $5,306+116.7% |