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 | $73,547 | $64,348+14.3% | $90,160-18.4% | $70,131+4.9% |
| Participation rate | 65.5% | 70.4%-5.0pp | 76.9%-11.4pp | 69.5%-4.1pp |
| Annual return | 21.18% | 28.13%-7.0pp | 34.88%-13.7pp | 73.14%-52.0pp |
| Employer contribution / active EE | $1,890 | $2,046-7.6% | $3,318-43.0% | $2,342-19.3% |
| Participant deferral / active EE | $5,445 | $4,389+24.1% | $5,288+3.0% | $3,332+63.4% |
| Admin fee / account holder | $1,161 | $3,944-70.6% | $5,943-80.5% | $4,645-75.0% |