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 | $88,461 | $82,879+6.7% | $96,576-8.4% | $67,986+30.1% |
| Participation rate | 57.5% | 75.2%-17.7pp | 81.4%-23.9pp | 57.2%+0.3pp |
| Annual return | 20.64% | 36.90%-16.3pp | 38.47%-17.8pp | 31.67%-11.0pp |
| Employer contribution / active EE | $1,304 | $2,727-52.2% | $3,553-63.3% | $2,019-35.4% |
| Participant deferral / active EE | $2,777 | $6,976-60.2% | $7,956-65.1% | $3,358-17.3% |
| Admin fee / account holder | $1,030 | $2,783-63.0% | $11,381-90.9% | $3,203-67.8% |