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 | $77,583 | $69,515+11.6% | $86,874-10.7% | $85,850-9.6% |
| Participation rate | 66.7% | 66.3%+0.3pp | 71.6%-5.0pp | 69.3%-2.6pp |
| Annual return | 12.73% | 20.12%-7.4pp | 63.52%-50.8pp | 318.53%-305.8pp |
| Employer contribution / active EE | $2,060 | $1,880+9.6% | $2,495-17.4% | $2,565-19.7% |
| Participant deferral / active EE | $4,129 | $2,919+41.4% | $3,699+11.6% | $3,952+4.5% |
| Admin fee / account holder | $2,387 | $5,972-60.0% | $5,828-59.1% | $6,260-61.9% |