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 | $86,406 | $80,717+7.0% | $154,803-44.2% | $84,808+1.9% |
| Participation rate | 44.0% | 66.8%-22.8pp | 78.1%-34.1pp | 68.3%-24.3pp |
| Annual return | 14.02% | 37.96%-23.9pp | 58.88%-44.9pp | 40.90%-26.9pp |
| Employer contribution / active EE | $1,791 | $2,761-35.1% | $4,305-58.4% | $2,631-31.9% |
| Participant deferral / active EE | $3,711 | $3,303+12.3% | $5,540-33.0% | $4,212-11.9% |
| Admin fee / account holder | $34,697 | $6,746+414.4% | $14,329+142.1% | $7,344+372.5% |