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 | $66,292 | $89,753-26.1% | $107,525-38.3% | $84,808-21.8% |
| Participation rate | 66.7% | 68.1%-1.4pp | 75.1%-8.4pp | 68.3%-1.6pp |
| Annual return | 15.43% | 29.48%-14.0pp | 181.32%-165.9pp | 40.90%-25.5pp |
| Employer contribution / active EE | $1,789 | $3,113-42.5% | $3,754-52.3% | $2,631-32.0% |
| Participant deferral / active EE | $2,672 | $4,056-34.1% | $5,116-47.8% | $4,212-36.6% |
| Admin fee / account holder | $3,204 | $7,222-55.6% | $8,919-64.1% | $7,344-56.4% |