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 | $80,955 | $80,9680% | $96,544-16.1% | $75,163+7.7% |
| Participation rate | 60.0% | 71.8%-11.8pp | 76.0%-16.0pp | 67.2%-7.2pp |
| Annual return | 14.99% | 27.06%-12.1pp | 25.84%-10.9pp | 160.62%-145.6pp |
| Employer contribution / active EE | $2,425 | $2,282+6.3% | $2,965-18.2% | $2,670-9.2% |
| Participant deferral / active EE | $5,269 | $3,928+34.1% | $4,851+8.6% | $4,125+27.7% |
| Admin fee / account holder | $12,884 | $6,724+91.6% | $8,252+56.1% | $5,651+128.0% |