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 | $77,462 | $77,314+0.2% | $177,989-56.5% | $80,856-4.2% |
| Participation rate | 65.7% | 65.7%0pp | 77.1%-11.4pp | 67.6%-1.9pp |
| Annual return | 11.28% | 18.09%-6.8pp | 294.48%-283.2pp | 35.59%-24.3pp |
| Employer contribution / active EE | $1,940 | $2,292-15.4% | $3,949-50.9% | $2,755-29.6% |
| Participant deferral / active EE | $3,585 | $4,411-18.7% | $6,276-42.9% | $4,296-16.5% |
| Admin fee / account holder | $1,930 | $7,191-73.2% | $10,363-81.4% | $6,918-72.1% |