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 | $59,731 | $66,402-10.0% | $109,895-45.6% | $85,850-30.4% |
| Participation rate | 61.0% | 63.9%-2.8pp | 74.2%-13.2pp | 69.3%-8.3pp |
| Annual return | 13.02% | 19.59%-6.6pp | 29.45%-16.4pp | 318.53%-305.5pp |
| Employer contribution / active EE | $1,651 | $1,687-2.1% | $2,842-41.9% | $2,565-35.6% |
| Participant deferral / active EE | $3,991 | $2,842+40.4% | $4,048-1.4% | $3,952+1.0% |
| Admin fee / account holder | $1,590 | $4,557-65.1% | $6,066-73.8% | $6,260-74.6% |