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 | $112,867 | $65,041+73.5% | $90,951+24.1% | $79,858+41.3% |
| Participation rate | 48.6% | 61.6%-13.0pp | 69.0%-20.4pp | 69.6%-21.0pp |
| Annual return | 12.43% | 30.45%-18.0pp | 134.60%-122.2pp | 31.71%-19.3pp |
| Employer contribution / active EE | $1,370 | $1,247+9.8% | $2,122-35.5% | $2,471-44.6% |
| Participant deferral / active EE | $2,044 | $2,512-18.6% | $3,373-39.4% | $3,740-45.3% |
| Admin fee / account holder | $8,238 | $4,536+81.6% | $5,959+38.2% | $5,306+55.2% |