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 | $111,685 | $86,944+28.5% | $107,525+3.9% | $74,304+50.3% |
| Participation rate | 54.4% | 59.6%-5.2pp | 75.1%-20.7pp | 60.3%-6.0pp |
| Annual return | 14.89% | 23.52%-8.6pp | 181.32%-166.4pp | 29.43%-14.5pp |
| Employer contribution / active EE | $878 | $2,757-68.1% | $3,754-76.6% | $2,241-60.8% |
| Participant deferral / active EE | $4,326 | $3,554+21.7% | $5,116-15.4% | $3,767+14.8% |
| Admin fee / account holder | $8,250 | $3,727+121.4% | $8,919-7.5% | $2,969+177.9% |