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 | $95,740 | $94,625+1.2% | $116,228-17.6% | $84,808+12.9% |
| Participation rate | 68.2% | 70.4%-2.3pp | 74.6%-6.4pp | 68.3%-0.1pp |
| Annual return | 15.76% | 20.40%-4.6pp | 90.06%-74.3pp | 40.90%-25.1pp |
| Employer contribution / active EE | $1,550 | $2,347-34.0% | $2,994-48.2% | $2,631-41.1% |
| Participant deferral / active EE | $2,805 | $3,972-29.4% | $4,953-43.4% | $4,212-33.4% |
| Admin fee / account holder | $1,530 | $10,091-84.8% | $11,989-87.2% | $7,344-79.2% |