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 | $92,225 | $80,968+13.9% | $96,544-4.5% | $75,163+22.7% |
| Participation rate | 38.9% | 71.8%-32.9pp | 76.0%-37.1pp | 67.2%-28.3pp |
| Annual return | 14.62% | 27.06%-12.4pp | 25.84%-11.2pp | 160.62%-146.0pp |
| Employer contribution / active EE | $673 | $2,282-70.5% | $2,965-77.3% | $2,670-74.8% |
| Participant deferral / active EE | $3,434 | $3,928-12.6% | $4,851-29.2% | $4,125-16.8% |
| Admin fee / account holder | $24,252 | $6,724+260.7% | $8,252+193.9% | $5,651+329.2% |