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 | $91,797 | $91,190+0.7% | $178,490-48.6% | $79,858+15.0% |
| Participation rate | 53.5% | 69.2%-15.7pp | 81.9%-28.4pp | 69.6%-16.1pp |
| Annual return | 28.66% | 24.19%+4.5pp | 151.07%-122.4pp | 31.71%-3.1pp |
| Employer contribution / active EE | $951 | $3,256-70.8% | $5,011-81.0% | $2,471-61.5% |
| Participant deferral / active EE | $1,848 | $3,236-42.9% | $5,202-64.5% | $3,740-50.6% |
| Admin fee / account holder | $1,705 | $6,751-74.7% | $13,984-87.8% | $5,306-67.9% |