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 | $133,317 | $103,376+29.0% | $87,100+53.1% | $152,861-12.8% |
| Participation rate | 55.6% | 79.3%-23.8pp | 76.9%-21.3pp | 82.4%-26.9pp |
| Annual return | 17.66% | 28.10%-10.4pp | 28.19%-10.5pp | 345.32%-327.7pp |
| Employer contribution / active EE | $1,900 | $3,220-41.0% | $2,521-24.7% | $4,762-60.1% |
| Participant deferral / active EE | $4,176 | $4,778-12.6% | $4,049+3.1% | $5,850-28.6% |
| Admin fee / account holder | $2,998 | $12,205-75.4% | $7,497-60.0% | $11,596-74.1% |