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 | $101,791 | $106,890-4.8% | $84,015+21.2% | $152,861-33.4% |
| Participation rate | 41.7% | 75.2%-33.6pp | 69.0%-27.3pp | 82.4%-40.8pp |
| Annual return | 15.55% | 104.99%-89.4pp | 71.31%-55.8pp | 345.32%-329.8pp |
| Employer contribution / active EE | $667 | $2,734-75.6% | $1,983-66.4% | $4,762-86.0% |
| Participant deferral / active EE | $4,492 | $4,011+12.0% | $3,239+38.7% | $5,850-23.2% |
| Admin fee / account holder | $20,168 | $8,285+143.4% | $6,101+230.6% | $11,596+73.9% |