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 | $160,934 | $197,591-18.6% | $177,821-9.5% | $158,922+1.3% |
| Participation rate | 54.5% | 88.5%-34.0pp | 87.7%-33.2pp | 82.0%-27.4pp |
| Annual return | 15.85% | 58.76%-42.9pp | 48.32%-32.5pp | 302.83%-287.0pp |
| Employer contribution / active EE | $2,034 | $6,697-69.6% | $5,918-65.6% | $4,761-57.3% |
| Participant deferral / active EE | $3,160 | $8,405-62.4% | $7,714-59.0% | $5,982-47.2% |
| Admin fee / account holder | $714 | $15,399-95.4% | $12,427-94.3% | $11,246-93.6% |