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 | $93,627 | $88,042+6.3% | $138,135-32.2% | $79,858+17.2% |
| Participation rate | 67.7% | 71.4%-3.7pp | 78.7%-11.0pp | 69.6%-1.9pp |
| Annual return | 19.10% | 20.58%-1.5pp | 20.51%-1.4pp | 31.71%-12.6pp |
| Employer contribution / active EE | $3,679 | $3,103+18.6% | $5,587-34.1% | $2,471+48.9% |
| Participant deferral / active EE | $6,185 | $4,704+31.5% | $6,431-3.8% | $3,740+65.4% |
| Admin fee / account holder | $35,058 | $7,791+350.0% | $11,856+195.7% | $5,306+560.7% |