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 | $82,056 | $88,672-7.5% | $105,223-22.0% | $82,448-0.5% |
| Participation rate | 58.1% | 67.9%-9.9pp | 75.0%-17.0pp | 68.1%-10.0pp |
| Annual return | 18.62% | 30.86%-12.2pp | 180.65%-162.0pp | 41.64%-23.0pp |
| Employer contribution / active EE | $1,283 | $3,048-57.9% | $3,689-65.2% | $2,551-49.7% |
| Participant deferral / active EE | $4,031 | $4,036-0.1% | $5,072-20.5% | $4,139-2.6% |
| Admin fee / account holder | $5,056 | $7,146-29.3% | $8,859-42.9% | $7,234-30.1% |