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 | $89,780 | $94,625-5.1% | $116,228-22.8% | $84,808+5.9% |
| Participation rate | 34.9% | 70.4%-35.6pp | 74.6%-39.7pp | 68.3%-33.4pp |
| Annual return | 19.50% | 20.40%-0.9pp | 90.06%-70.6pp | 40.90%-21.4pp |
| Employer contribution / active EE | $1,323 | $2,347-43.6% | $2,994-55.8% | $2,631-49.7% |
| Participant deferral / active EE | $3,789 | $3,972-4.6% | $4,953-23.5% | $4,212-10.0% |
| Admin fee / account holder | $989 | $10,091-90.2% | $11,989-91.7% | $7,344-86.5% |