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 | $82,561 | $109,359-24.5% | $162,163-49.1% | $72,985+13.1% |
| Participation rate | 61.0% | 84.3%-23.2pp | 87.6%-26.5pp | 69.5%-8.5pp |
| Annual return | 24.31% | 25.46%-1.1pp | 115.59%-91.3pp | 81.00%-56.7pp |
| Employer contribution / active EE | $1,414 | $3,907-63.8% | $5,614-74.8% | $2,440-42.0% |
| Participant deferral / active EE | $3,428 | $5,481-37.5% | $7,298-53.0% | $3,607-5.0% |
| Admin fee / account holder | $17,573 | $7,972+120.4% | $10,843+62.1% | $5,124+242.9% |