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 | $118,225 | $109,881+7.6% | $150,045-21.2% | $84,808+39.4% |
| Participation rate | 67.4% | 76.1%-8.6pp | 82.3%-14.9pp | 68.3%-0.9pp |
| Annual return | 14.98% | 28.25%-13.3pp | 62.55%-47.6pp | 40.90%-25.9pp |
| Employer contribution / active EE | $1,245 | $3,561-65.0% | $4,693-73.5% | $2,631-52.7% |
| Participant deferral / active EE | $3,184 | $6,636-52.0% | $7,997-60.2% | $4,212-24.4% |
| Admin fee / account holder | $2,895 | $8,568-66.2% | $13,435-78.4% | $7,344-60.6% |