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 | $95,976 | $71,050+35.1% | $93,606+2.5% | $80,856+18.7% |
| Participation rate | 66.7% | 60.4%+6.3pp | 68.7%-2.1pp | 67.6%-1.0pp |
| Annual return | 18.52% | 11.26%+7.3pp | 133.20%-114.7pp | 35.59%-17.1pp |
| Employer contribution / active EE | $1,698 | $1,564+8.6% | $2,420-29.8% | $2,755-38.3% |
| Participant deferral / active EE | $4,022 | $4,034-0.3% | $4,411-8.8% | $4,296-6.4% |
| Admin fee / account holder | $1,188 | $6,945-82.9% | $8,285-85.7% | $6,918-82.8% |