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 | $111,696 | $96,956+15.2% | $70,014+59.5% | $273,961-59.2% |
| Participation rate | 66.7% | 77.1%-10.4pp | 71.8%-5.1pp | 83.0%-16.3pp |
| Annual return | 7.51% | 12.93%-5.4pp | 12.99%-5.5pp | 41.45%-33.9pp |
| Employer contribution / active EE | $1,946 | $3,316-41.3% | $2,338-16.8% | $4,869-60.0% |
| Participant deferral / active EE | $4,288 | $3,744+14.5% | $2,931+46.3% | $5,287-18.9% |
| Admin fee / account holder | $1,836 | $7,934-76.9% | $4,380-58.1% | $10,132-81.9% |