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 | $53,798 | $47,944+12.2% | $67,834-20.7% | $62,891-14.5% |
| Participation rate | 66.2% | 61.1%+5.1pp | 68.8%-2.6pp | 69.3%-3.1pp |
| Annual return | 10.04% | 11.77%-1.7pp | 138.47%-128.4pp | 20.14%-10.1pp |
| Employer contribution / active EE | $1,465 | $1,562-6.2% | $2,403-39.0% | $2,281-35.8% |
| Participant deferral / active EE | $3,890 | $2,247+73.2% | $3,160+23.1% | $3,203+21.5% |
| Admin fee / account holder | $1,997 | $3,712-46.2% | $4,622-56.8% | $4,296-53.5% |