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 | $70,479 | $86,929-18.9% | $102,423-31.2% | $80,856-12.8% |
| Participation rate | 53.6% | 72.4%-18.8pp | 76.5%-22.9pp | 67.6%-14.1pp |
| Annual return | 14.54% | 18.88%-4.3pp | 29.32%-14.8pp | 35.59%-21.1pp |
| Employer contribution / active EE | $2,453 | $2,369+3.5% | $3,023-18.9% | $2,755-11.0% |
| Participant deferral / active EE | $5,881 | $4,118+42.8% | $5,053+16.4% | $4,296+36.9% |
| Admin fee / account holder | $3,757 | $8,049-53.3% | $9,451-60.2% | $6,918-45.7% |