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 | $44,639 | $51,175-12.8% | $70,515-36.7% | $75,163-40.6% |
| Participation rate | 69.2% | 60.9%+8.3pp | 68.3%+0.9pp | 67.2%+2.0pp |
| Annual return | 24.81% | 30.02%-5.2pp | 32.77%-8.0pp | 160.62%-135.8pp |
| Employer contribution / active EE | $3,714 | $1,826+103.4% | $2,973+24.9% | $2,670+39.1% |
| Participant deferral / active EE | $6,255 | $2,849+119.5% | $4,567+37.0% | $4,125+51.6% |
| Admin fee / account holder | $4,603 | $4,091+12.5% | $6,412-28.2% | $5,651-18.5% |