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 | $90,036 | $73,933+21.8% | $96,683-6.9% | $75,163+19.8% |
| Participation rate | 68.2% | 66.4%+1.8pp | 74.3%-6.2pp | 67.2%+1.0pp |
| Annual return | 16.51% | 26.70%-10.2pp | 35.69%-19.2pp | 160.62%-144.1pp |
| Employer contribution / active EE | $2,399 | $2,928-18.1% | $3,737-35.8% | $2,670-10.2% |
| Participant deferral / active EE | $5,527 | $3,659+51.1% | $4,878+13.3% | $4,125+34.0% |
| Admin fee / account holder | $5,541 | $5,216+6.2% | $6,730-17.7% | $5,651-1.9% |