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 7-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 | $99,650 | $93,571+6.5% | $135,903-26.7% | $75,163+32.6% |
| Participation rate | 69.6% | 75.2%-5.6pp | 81.9%-12.3pp | 67.2%+2.4pp |
| Annual return | 15.97% | 30.90%-14.9pp | 68.23%-52.3pp | 160.62%-144.6pp |
| Employer contribution / active EE | $4,482 | $3,537+26.7% | $4,856-7.7% | $2,670+67.9% |
| Participant deferral / active EE | $7,925 | $6,404+23.7% | $7,758+2.2% | $4,125+92.1% |
| Admin fee / account holder | $31,801 | $6,975+355.9% | $10,762+195.5% | $5,651+462.8% |