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 | $70,884 | $81,460-13.0% | $103,333-31.4% | $80,856-12.3% |
| Participation rate | 46.9% | 66.8%-20.0pp | 74.5%-27.6pp | 67.6%-20.8pp |
| Annual return | 17.63% | 25.55%-7.9pp | 24.88%-7.3pp | 35.59%-18.0pp |
| Employer contribution / active EE | $2,391 | $3,105-23.0% | $3,868-38.2% | $2,755-13.2% |
| Participant deferral / active EE | $4,496 | $3,869+16.2% | $5,057-11.1% | $4,296+4.7% |
| Admin fee / account holder | $844 | $6,566-87.2% | $8,355-89.9% | $6,918-87.8% |