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 | $84,535 | $58,512+44.5% | $84,015+0.6% | $72,985+15.8% |
| Participation rate | 45.7% | 61.2%-15.5pp | 69.0%-23.3pp | 69.5%-23.8pp |
| Annual return | 16.91% | 28.93%-12.0pp | 71.31%-54.4pp | 81.00%-64.1pp |
| Employer contribution / active EE | $1,336 | $1,163+14.9% | $1,983-32.6% | $2,440-45.2% |
| Participant deferral / active EE | $2,081 | $2,394-13.1% | $3,239-35.7% | $3,607-42.3% |
| Admin fee / account holder | $4,632 | $4,569+1.4% | $6,101-24.1% | $5,124-9.6% |