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 | $82,450 | $85,022-3.0% | $70,515+16.9% | $139,434-40.9% |
| Participation rate | 50.0% | 73.9%-23.9pp | 68.3%-18.3pp | 80.3%-30.3pp |
| Annual return | 13.42% | 30.38%-17.0pp | 32.77%-19.3pp | 372.94%-359.5pp |
| Employer contribution / active EE | $1,337 | $3,909-65.8% | $2,973-55.0% | $4,751-71.9% |
| Participant deferral / active EE | $8,144 | $5,890+38.3% | $4,567+78.3% | $6,710+21.4% |
| Admin fee / account holder | $6,731 | $8,906-24.4% | $6,412+5.0% | $11,403-41.0% |