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 | $63,301 | $58,512+8.2% | $84,015-24.7% | $72,985-13.3% |
| Participation rate | 62.2% | 61.2%+0.9pp | 69.0%-6.9pp | 69.5%-7.3pp |
| Annual return | 17.24% | 28.93%-11.7pp | 71.31%-54.1pp | 81.00%-63.8pp |
| Employer contribution / active EE | $1,232 | $1,163+5.9% | $1,983-37.9% | $2,440-49.5% |
| Participant deferral / active EE | $3,385 | $2,394+41.4% | $3,239+4.5% | $3,607-6.2% |
| Admin fee / account holder | $3,955 | $4,569-13.4% | $6,101-35.2% | $5,124-22.8% |