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 | $113,555 | $149,734-24.2% | $118,925-4.5% | $158,922-28.5% |
| Participation rate | 56.3% | 82.1%-25.8pp | 75.4%-19.1pp | 82.0%-25.7pp |
| Annual return | 21.57% | 19.95%+1.6pp | 35.88%-14.3pp | 302.83%-281.3pp |
| Employer contribution / active EE | $1,440 | $4,115-65.0% | $3,263-55.9% | $4,761-69.8% |
| Participant deferral / active EE | $1,818 | $5,223-65.2% | $4,265-57.4% | $5,982-69.6% |
| Admin fee / account holder | $3,431 | $8,603-60.1% | $6,581-47.9% | $11,246-69.5% |