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 | $72,543 | $58,512+24.0% | $84,015-13.7% | $72,985-0.6% |
| Participation rate | 40.4% | 61.2%-20.8pp | 69.0%-28.6pp | 69.5%-29.0pp |
| Annual return | 21.61% | 28.93%-7.3pp | 71.31%-49.7pp | 81.00%-59.4pp |
| Employer contribution / active EE | $700 | $1,163-39.8% | $1,983-64.7% | $2,440-71.3% |
| Participant deferral / active EE | $1,966 | $2,394-17.9% | $3,239-39.3% | $3,607-45.5% |
| Admin fee / account holder | $2,473 | $4,569-45.9% | $6,101-59.5% | $5,124-51.7% |