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 | $81,063 | $87,037-6.9% | $106,201-23.7% | $80,874+0.2% |
| Participation rate | 67.3% | 70.4%-3.1pp | 75.3%-8.0pp | 67.6%-0.3pp |
| Annual return | 11.63% | 17.05%-5.4pp | 116.26%-104.6pp | 35.62%-24.0pp |
| Employer contribution / active EE | $1,564 | $2,396-34.7% | $3,170-50.7% | $2,756-43.2% |
| Participant deferral / active EE | $4,819 | $3,986+20.9% | $5,012-3.9% | $4,297+12.1% |
| Admin fee / account holder | $807 | $8,434-90.4% | $11,039-92.7% | $6,935-88.4% |