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 | $53,313 | $51,576+3.4% | $129,207-58.7% | $80,856-34.1% |
| Participation rate | 57.6% | 57.0%+0.7pp | 69.6%-12.0pp | 67.6%-10.0pp |
| Annual return | 14.98% | 20.81%-5.8pp | 9417.33%-9402.3pp | 35.59%-20.6pp |
| Employer contribution / active EE | $1,588 | $1,584+0.2% | $4,153-61.8% | $2,755-42.4% |
| Participant deferral / active EE | $2,044 | $2,669-23.4% | $4,168-50.9% | $4,296-52.4% |
| Admin fee / account holder | $3,022 | $4,305-29.8% | $7,715-60.8% | $6,918-56.3% |