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 | $95,321 | $111,814-14.7% | $103,374-7.8% | $145,959-34.7% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.5%-12.0pp | 80.3%-17.8pp |
| Annual return | 11.82% | 24.77%-12.9pp | 24.89%-13.1pp | 561.95%-550.1pp |
| Employer contribution / active EE | $4,817 | $4,214+14.3% | $3,869+24.5% | $4,661+3.3% |
| Participant deferral / active EE | $9,246 | $5,618+64.6% | $5,058+82.8% | $6,689+38.2% |
| Admin fee / account holder | $9,986 | $9,754+2.4% | $8,394+19.0% | $13,398-25.5% |