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 | $80,709 | $71,829+12.4% | $69,780+15.7% | $142,382-43.3% |
| Participation rate | 66.7% | 81.6%-14.9pp | 79.3%-12.6pp | 80.1%-13.5pp |
| Annual return | 18.85% | 31.01%-12.2pp | 26.31%-7.5pp | 217.08%-198.2pp |
| Employer contribution / active EE | $2,758 | $4,385-37.1% | $4,168-33.8% | $4,299-35.8% |
| Participant deferral / active EE | $3,139 | $6,819-54.0% | $6,164-49.1% | $6,507-51.8% |
| Admin fee / account holder | $3,267 | $7,818-58.2% | $7,285-55.2% | $12,624-74.1% |