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 | $76,122 | $52,580+44.8% | $71,671+6.2% | $70,131+8.5% |
| Participation rate | 63.6% | 60.9%+2.8pp | 68.7%-5.1pp | 69.5%-5.9pp |
| Annual return | 14.31% | 20.25%-5.9pp | 20.65%-6.3pp | 73.14%-58.8pp |
| Employer contribution / active EE | $1,421 | $1,616-12.1% | $2,460-42.2% | $2,342-39.3% |
| Participant deferral / active EE | $2,763 | $2,386+15.8% | $3,438-19.6% | $3,332-17.1% |
| Admin fee / account holder | $20,524 | $3,653+461.9% | $5,558+269.2% | $4,645+341.8% |