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 | $88,118 | $95,803-8.0% | $113,168-22.1% | $84,808+3.9% |
| Participation rate | 69.6% | 72.9%-3.3pp | 76.6%-7.0pp | 68.3%+1.3pp |
| Annual return | 16.63% | 25.00%-8.4pp | 24.27%-7.6pp | 40.90%-24.3pp |
| Employer contribution / active EE | $3,567 | $2,360+51.2% | $2,975+19.9% | $2,631+35.6% |
| Participant deferral / active EE | $4,273 | $4,242+0.7% | $5,107-16.3% | $4,212+1.5% |
| Admin fee / account holder | $3,948 | $8,989-56.1% | $12,068-67.3% | $7,344-46.2% |