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 | $102,274 | $89,753+14.0% | $107,525-4.9% | $84,808+20.6% |
| Participation rate | 59.4% | 68.1%-8.7pp | 75.1%-15.7pp | 68.3%-8.9pp |
| Annual return | 19.39% | 29.48%-10.1pp | 181.32%-161.9pp | 40.90%-21.5pp |
| Employer contribution / active EE | $1,888 | $3,113-39.4% | $3,754-49.7% | $2,631-28.3% |
| Participant deferral / active EE | $2,917 | $4,056-28.1% | $5,116-43.0% | $4,212-30.7% |
| Admin fee / account holder | $881 | $7,222-87.8% | $8,919-90.1% | $7,344-88.0% |