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 | $104,674 | $86,944+20.4% | $107,525-2.7% | $74,304+40.9% |
| Participation rate | 47.7% | 59.6%-11.8pp | 75.1%-27.4pp | 60.3%-12.6pp |
| Annual return | 15.57% | 23.52%-7.9pp | 181.32%-165.7pp | 29.43%-13.9pp |
| Employer contribution / active EE | $0 | $2,757-100.0% | $3,754-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $4,886 | $3,554+37.5% | $5,116-4.5% | $3,767+29.7% |
| Admin fee / account holder | $7,009 | $3,727+88.1% | $8,919-21.4% | $2,969+136.1% |