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 | $80,966 | $73,787+9.7% | $98,716-18.0% | $82,448-1.8% |
| Participation rate | 67.4% | 61.4%+6.0pp | 69.3%-1.9pp | 68.1%-0.6pp |
| Annual return | 15.90% | 18.57%-2.7pp | 31.81%-15.9pp | 41.64%-25.7pp |
| Employer contribution / active EE | $698 | $1,511-53.8% | $2,279-69.4% | $2,551-72.7% |
| Participant deferral / active EE | $3,387 | $3,081+9.9% | $4,048-16.3% | $4,139-18.2% |
| Admin fee / account holder | $2,818 | $6,500-56.6% | $8,703-67.6% | $7,234-61.0% |