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 8-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 | $83,015 | $98,750-15.9% | $149,696-44.5% | $79,858+4.0% |
| Participation rate | 58.6% | 75.8%-17.2pp | 82.5%-23.9pp | 69.6%-11.0pp |
| Annual return | 27.63% | 27.43%+0.2pp | 276.60%-249.0pp | 31.71%-4.1pp |
| Employer contribution / active EE | $3,895 | $3,216+21.1% | $4,644-16.1% | $2,471+57.6% |
| Participant deferral / active EE | $8,176 | $5,680+43.9% | $6,842+19.5% | $3,740+118.6% |
| Admin fee / account holder | $330 | $6,053-94.6% | $9,309-96.5% | $5,306-93.8% |