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 | $55,338 | $46,553+18.9% | $64,056-13.6% | $75,163-26.4% |
| Participation rate | 65.7% | 65.9%-0.3pp | 72.3%-6.6pp | 67.2%-1.5pp |
| Annual return | 14.04% | 26.03%-12.0pp | 33.69%-19.6pp | 160.62%-146.6pp |
| Employer contribution / active EE | $1,482 | $1,974-24.9% | $2,747-46.0% | $2,670-44.5% |
| Participant deferral / active EE | $2,554 | $2,837-10.0% | $3,880-34.2% | $4,125-38.1% |
| Admin fee / account holder | $2,124 | $2,952-28.1% | $3,068-30.8% | $5,651-62.4% |