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 | $94,625+7.9% | $116,228-12.2% | $84,808+20.4% |
| Participation rate | 69.8% | 70.4%-0.6pp | 74.6%-4.7pp | 68.3%+1.5pp |
| Annual return | 20.10% | 20.40%-0.3pp | 90.06%-70.0pp | 40.90%-20.8pp |
| Employer contribution / active EE | $3,493 | $2,347+48.9% | $2,994+16.6% | $2,631+32.8% |
| Participant deferral / active EE | $4,399 | $3,972+10.7% | $4,953-11.2% | $4,212+4.4% |
| Admin fee / account holder | $7,872 | $10,091-22.0% | $11,989-34.3% | $7,344+7.2% |