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 | $81,086 | $70,428+15.1% | $96,562-16.0% | $85,850-5.5% |
| Participation rate | 57.1% | 61.8%-4.7pp | 69.8%-12.7pp | 69.3%-12.2pp |
| Annual return | 14.35% | 18.59%-4.2pp | 37.78%-23.4pp | 318.53%-304.2pp |
| Employer contribution / active EE | $986 | $1,413-30.2% | $2,356-58.2% | $2,565-61.6% |
| Participant deferral / active EE | $3,791 | $2,894+31.0% | $3,849-1.5% | $3,952-4.1% |
| Admin fee / account holder | $1,348 | $4,997-73.0% | $6,181-78.2% | $6,260-78.5% |