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 | $107,592 | $93,346+15.3% | $71,796+49.9% | $273,961-60.7% |
| Participation rate | 63.6% | 76.5%-12.9pp | 69.1%-5.5pp | 83.0%-19.4pp |
| Annual return | 6.96% | 130.39%-123.4pp | 78.04%-71.1pp | 41.45%-34.5pp |
| Employer contribution / active EE | $875 | $2,733-68.0% | $1,924-54.5% | $4,869-82.0% |
| Participant deferral / active EE | $4,202 | $3,475+20.9% | $2,794+50.4% | $5,287-20.5% |
| Admin fee / account holder | $15,700 | $6,571+138.9% | $4,815+226.1% | $10,132+55.0% |