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 | $86,127 | $101,317-15.0% | $146,958-41.4% | $74,495+15.6% |
| Participation rate | 65.5% | 75.5%-10.0pp | 82.2%-16.6pp | 67.2%-1.7pp |
| Annual return | 19.20% | 8730.91%-8711.7pp | 418.34%-399.1pp | 1364.94%-1345.7pp |
| Employer contribution / active EE | $2,801 | $3,810-26.5% | $4,933-43.2% | $2,623+6.8% |
| Participant deferral / active EE | $6,146 | $7,303-15.8% | $8,070-23.8% | $4,346+41.4% |
| Admin fee / account holder | $1,884 | $1,739+8.3% | $12,998-85.5% | $1,942-3.0% |