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 | $114,940 | $86,286+33.2% | $111,297+3.3% | $85,850+33.9% |
| Participation rate | 58.0% | 73.3%-15.3pp | 77.3%-19.3pp | 69.3%-11.3pp |
| Annual return | 24.51% | 19.99%+4.5pp | 54.65%-30.1pp | 318.53%-294.0pp |
| Employer contribution / active EE | $1,214 | $2,043-40.6% | $2,731-55.5% | $2,565-52.7% |
| Participant deferral / active EE | $2,754 | $3,641-24.3% | $4,487-38.6% | $3,952-30.3% |
| Admin fee / account holder | $306 | $8,188-96.3% | $7,964-96.2% | $6,260-95.1% |