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 | $88,717 | $70,428+26.0% | $96,562-8.1% | $85,850+3.3% |
| Participation rate | 63.3% | 61.8%+1.5pp | 69.8%-6.5pp | 69.3%-6.0pp |
| Annual return | 11.01% | 18.59%-7.6pp | 37.78%-26.8pp | 318.53%-307.5pp |
| Employer contribution / active EE | $1,461 | $1,413+3.4% | $2,356-38.0% | $2,565-43.1% |
| Participant deferral / active EE | $3,227 | $2,894+11.5% | $3,849-16.2% | $3,952-18.3% |
| Admin fee / account holder | $25,197 | $4,997+404.3% | $6,181+307.7% | $6,260+302.5% |