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 | $62,275 | $53,127+17.2% | $86,590-28.1% | $70,131-11.2% |
| Participation rate | 63.9% | 65.3%-1.4pp | 73.5%-9.7pp | 69.5%-5.7pp |
| Annual return | 15.29% | 27.66%-12.4pp | 964.84%-949.5pp | 73.14%-57.8pp |
| Employer contribution / active EE | $1,468 | $2,068-29.0% | $2,839-48.3% | $2,342-37.3% |
| Participant deferral / active EE | $3,096 | $2,696+14.8% | $3,609-14.2% | $3,332-7.1% |
| Admin fee / account holder | $9,063 | $3,585+152.8% | $4,906+84.7% | $4,645+95.1% |