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 | $88,650 | $76,552+15.8% | $123,892-28.4% | $62,891+41.0% |
| Participation rate | 69.4% | 73.0%-3.6pp | 81.4%-12.0pp | 69.3%+0.1pp |
| Annual return | 8.55% | 18.68%-10.1pp | 47.52%-39.0pp | 20.14%-11.6pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $8,176 | $4,840+68.9% | $5,984+36.6% | $3,203+155.3% |
| Admin fee / account holder | $5,129 | $4,826+6.3% | $8,357-38.6% | $4,296+19.4% |