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 | $115,854 | $110,257+5.1% | $96,544+20.0% | $139,434-16.9% |
| Participation rate | 58.3% | 78.1%-19.8pp | 76.0%-17.6pp | 80.3%-22.0pp |
| Annual return | 17.45% | 26.32%-8.9pp | 25.84%-8.4pp | 372.94%-355.5pp |
| Employer contribution / active EE | $1,439 | $3,620-60.2% | $2,965-51.5% | $4,751-69.7% |
| Participant deferral / active EE | $3,082 | $5,548-44.5% | $4,851-36.5% | $6,710-54.1% |
| Admin fee / account holder | $371 | $11,591-96.8% | $8,252-95.5% | $11,403-96.7% |