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 | $87,470 | $77,314+13.1% | $177,989-50.9% | $80,856+8.2% |
| Participation rate | 60.6% | 65.7%-5.1pp | 77.1%-16.5pp | 67.6%-7.0pp |
| Annual return | 11.07% | 18.09%-7.0pp | 294.48%-283.4pp | 35.59%-24.5pp |
| Employer contribution / active EE | $2,447 | $2,292+6.8% | $3,949-38.0% | $2,755-11.2% |
| Participant deferral / active EE | $4,439 | $4,411+0.6% | $6,276-29.3% | $4,296+3.3% |
| Admin fee / account holder | $4,361 | $7,191-39.4% | $10,363-57.9% | $6,918-37.0% |