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 | $92,431 | $93,346-1.0% | $71,796+28.7% | $273,961-66.3% |
| Participation rate | 66.7% | 76.5%-9.9pp | 69.1%-2.4pp | 83.0%-16.3pp |
| Annual return | 9.13% | 130.39%-121.3pp | 78.04%-68.9pp | 41.45%-32.3pp |
| Employer contribution / active EE | $4,303 | $2,733+57.4% | $1,924+123.6% | $4,869-11.6% |
| Participant deferral / active EE | $13,832 | $3,475+298.0% | $2,794+395.0% | $5,287+161.6% |
| Admin fee / account holder | $1,223 | $6,571-81.4% | $4,815-74.6% | $10,132-87.9% |