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 | $56,306 | $80,968-30.5% | $96,544-41.7% | $75,163-25.1% |
| Participation rate | 68.0% | 71.8%-3.8pp | 76.0%-8.0pp | 67.2%+0.8pp |
| Annual return | 14.64% | 27.06%-12.4pp | 25.84%-11.2pp | 160.62%-146.0pp |
| Employer contribution / active EE | $2,249 | $2,282-1.4% | $2,965-24.1% | $2,670-15.8% |
| Participant deferral / active EE | $4,607 | $3,928+17.3% | $4,851-5.0% | $4,125+11.7% |
| Admin fee / account holder | $1,186 | $6,724-82.4% | $8,252-85.6% | $5,651-79.0% |