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 | $57,214 | $80,673-29.1% | $101,326-43.5% | $84,808-32.5% |
| Participation rate | 69.5% | 77.8%-8.3pp | 81.5%-12.0pp | 68.3%+1.2pp |
| Annual return | 19.99% | 38.95%-19.0pp | 36.82%-16.8pp | 40.90%-20.9pp |
| Employer contribution / active EE | $3,217 | $2,698+19.3% | $3,665-12.2% | $2,631+22.3% |
| Participant deferral / active EE | $6,745 | $6,840-1.4% | $7,994-15.6% | $4,212+60.1% |
| Admin fee / account holder | $4,386 | $12,784-65.7% | $11,185-60.8% | $7,344-40.3% |