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 | $144,264 | $95,803+50.6% | $113,168+27.5% | $84,808+70.1% |
| Participation rate | 69.0% | 72.9%-3.9pp | 76.6%-7.6pp | 68.3%+0.7pp |
| Annual return | 15.63% | 25.00%-9.4pp | 24.27%-8.6pp | 40.90%-25.3pp |
| Employer contribution / active EE | $2,216 | $2,360-6.1% | $2,975-25.5% | $2,631-15.8% |
| Participant deferral / active EE | $6,095 | $4,242+43.7% | $5,107+19.4% | $4,212+44.7% |
| Admin fee / account holder | $15,681 | $8,989+74.4% | $12,068+29.9% | $7,344+113.5% |