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 | $62,318 | $65,365-4.7% | $92,893-32.9% | $72,985-14.6% |
| Participation rate | 64.5% | 68.3%-3.8pp | 76.0%-11.5pp | 69.5%-5.0pp |
| Annual return | 23.77% | 42.10%-18.3pp | 109.41%-85.6pp | 81.00%-57.2pp |
| Employer contribution / active EE | $2,022 | $2,594-22.0% | $3,653-44.6% | $2,440-17.1% |
| Participant deferral / active EE | $3,303 | $3,128+5.6% | $4,236-22.0% | $3,607-8.4% |
| Admin fee / account holder | $2,873 | $4,251-32.4% | $5,794-50.4% | $5,124-43.9% |