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 | $97,681 | $80,968+20.6% | $96,544+1.2% | $75,163+30.0% |
| Participation rate | 64.0% | 71.8%-7.8pp | 76.0%-12.0pp | 67.2%-3.2pp |
| Annual return | 22.31% | 27.06%-4.8pp | 25.84%-3.5pp | 160.62%-138.3pp |
| Employer contribution / active EE | $1,822 | $2,282-20.2% | $2,965-38.6% | $2,670-31.8% |
| Participant deferral / active EE | $4,500 | $3,928+14.6% | $4,851-7.2% | $4,125+9.1% |
| Admin fee / account holder | $2,509 | $6,724-62.7% | $8,252-69.6% | $5,651-55.6% |