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 | $91,245 | $106,890-14.6% | $84,015+8.6% | $152,861-40.3% |
| Participation rate | 47.8% | 75.2%-27.4pp | 69.0%-21.2pp | 82.4%-34.6pp |
| Annual return | 20.76% | 104.99%-84.2pp | 71.31%-50.6pp | 345.32%-324.6pp |
| Employer contribution / active EE | $1,106 | $2,734-59.5% | $1,983-44.2% | $4,762-76.8% |
| Participant deferral / active EE | $2,175 | $4,011-45.8% | $3,239-32.8% | $5,850-62.8% |
| Admin fee / account holder | $1,795 | $8,285-78.3% | $6,101-70.6% | $11,596-84.5% |