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 | $78,627 | $62,672+25.5% | $185,117-57.5% | $70,131+12.1% |
| Participation rate | 53.8% | 63.8%-9.9pp | 77.3%-23.4pp | 69.5%-15.7pp |
| Annual return | 13.28% | 40.79%-27.5pp | 40.50%-27.2pp | 73.14%-59.9pp |
| Employer contribution / active EE | $1,349 | $1,753-23.0% | $4,182-67.7% | $2,342-42.4% |
| Participant deferral / active EE | $3,884 | $3,272+18.7% | $5,045-23.0% | $3,332+16.6% |
| Admin fee / account holder | $4,001 | $3,932+1.8% | $8,159-51.0% | $4,645-13.9% |