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 | $102,089 | $94,031+8.6% | $115,768-11.8% | $82,448+23.8% |
| Participation rate | 69.8% | 70.4%-0.6pp | 74.4%-4.6pp | 68.1%+1.8pp |
| Annual return | 20.10% | 20.61%-0.5pp | 100.46%-80.4pp | 41.64%-21.5pp |
| Employer contribution / active EE | $3,493 | $2,323+50.3% | $2,940+18.8% | $2,551+36.9% |
| Participant deferral / active EE | $4,399 | $3,972+10.8% | $4,917-10.5% | $4,139+6.3% |
| Admin fee / account holder | $7,872 | $10,249-23.2% | $12,439-36.7% | $7,234+8.8% |