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 | $76,995 | $56,054+37.4% | $171,082-55.0% | $62,891+22.4% |
| Participation rate | 63.2% | 62.9%+0.4pp | 76.7%-13.5pp | 69.3%-6.1pp |
| Annual return | 8.32% | 22.52%-14.2pp | 32.56%-24.2pp | 20.14%-11.8pp |
| Employer contribution / active EE | $350 | $1,731-79.8% | $4,002-91.3% | $2,281-84.7% |
| Participant deferral / active EE | $4,319 | $3,158+36.8% | $4,797-10.0% | $3,203+34.9% |
| Admin fee / account holder | $17,464 | $3,647+378.9% | $8,520+105.0% | $4,296+306.5% |