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 | $88,090 | $98,750-10.8% | $149,696-41.2% | $79,858+10.3% |
| Participation rate | 69.2% | 75.8%-6.5pp | 82.5%-13.2pp | 69.6%-0.4pp |
| Annual return | 15.59% | 27.43%-11.8pp | 276.60%-261.0pp | 31.71%-16.1pp |
| Employer contribution / active EE | $861 | $3,216-73.2% | $4,644-81.5% | $2,471-65.1% |
| Participant deferral / active EE | $4,377 | $5,680-22.9% | $6,842-36.0% | $3,740+17.0% |
| Admin fee / account holder | $2,752 | $6,053-54.5% | $9,309-70.4% | $5,306-48.1% |