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 | $71,391 | $65,041+9.8% | $90,951-21.5% | $79,858-10.6% |
| Participation rate | 63.9% | 61.6%+2.3pp | 69.0%-5.1pp | 69.6%-5.7pp |
| Annual return | 13.61% | 30.45%-16.8pp | 134.60%-121.0pp | 31.71%-18.1pp |
| Employer contribution / active EE | $1,184 | $1,247-5.0% | $2,122-44.2% | $2,471-52.1% |
| Participant deferral / active EE | $2,901 | $2,512+15.5% | $3,373-14.0% | $3,740-22.4% |
| Admin fee / account holder | $1,799 | $4,536-60.3% | $5,959-69.8% | $5,306-66.1% |