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 | $56,805 | $73,933-23.2% | $96,683-41.2% | $75,163-24.4% |
| Participation rate | 69.8% | 66.4%+3.3pp | 74.3%-4.6pp | 67.2%+2.6pp |
| Annual return | 27.09% | 26.70%+0.4pp | 35.69%-8.6pp | 160.62%-133.5pp |
| Employer contribution / active EE | $2,968 | $2,928+1.4% | $3,737-20.6% | $2,670+11.2% |
| Participant deferral / active EE | $5,054 | $3,659+38.1% | $4,878+3.6% | $4,125+22.5% |
| Admin fee / account holder | $801 | $5,216-84.6% | $6,730-88.1% | $5,651-85.8% |