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 | $88,808 | $74,927+18.5% | $101,794-12.8% | $84,808+4.7% |
| Participation rate | 66.2% | 61.4%+4.8pp | 69.2%-3.0pp | 68.3%-2.2pp |
| Annual return | 17.65% | 18.70%-1.0pp | 30.53%-12.9pp | 40.90%-23.2pp |
| Employer contribution / active EE | $4,371 | $1,522+187.3% | $2,289+91.0% | $2,631+66.2% |
| Participant deferral / active EE | $2,230 | $3,099-28.0% | $4,084-45.4% | $4,212-47.0% |
| Admin fee / account holder | $6,590 | $6,514+1.2% | $8,777-24.9% | $7,344-10.3% |