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 | $74,206 | $80,968-8.4% | $96,544-23.1% | $75,163-1.3% |
| Participation rate | 68.8% | 71.8%-3.0pp | 76.0%-7.2pp | 67.2%+1.6pp |
| Annual return | 16.55% | 27.06%-10.5pp | 25.84%-9.3pp | 160.62%-144.1pp |
| Employer contribution / active EE | $1,067 | $2,282-53.2% | $2,965-64.0% | $2,670-60.0% |
| Participant deferral / active EE | $3,462 | $3,928-11.9% | $4,851-28.6% | $4,125-16.1% |
| Admin fee / account holder | $11,937 | $6,724+77.5% | $8,252+44.6% | $5,651+111.2% |