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 | $126,765 | $109,881+15.4% | $150,045-15.5% | $84,808+49.5% |
| Participation rate | 69.8% | 76.1%-6.3pp | 82.3%-12.5pp | 68.3%+1.5pp |
| Annual return | 19.79% | 28.25%-8.5pp | 62.55%-42.8pp | 40.90%-21.1pp |
| Employer contribution / active EE | $3,664 | $3,561+2.9% | $4,693-21.9% | $2,631+39.3% |
| Participant deferral / active EE | $7,475 | $6,636+12.6% | $7,997-6.5% | $4,212+77.5% |
| Admin fee / account holder | $8,389 | $8,568-2.1% | $13,435-37.6% | $7,344+14.2% |