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 | $90,918 | $85,766+6.0% | $136,294-33.3% | $70,131+29.6% |
| Participation rate | 59.5% | 74.2%-14.6pp | 81.9%-22.4pp | 69.5%-10.0pp |
| Annual return | 14.55% | 31.45%-16.9pp | 5155.94%-5141.4pp | 73.14%-58.6pp |
| Employer contribution / active EE | $1,508 | $2,966-49.2% | $4,695-67.9% | $2,342-35.6% |
| Participant deferral / active EE | $6,311 | $5,051+24.9% | $6,247+1.0% | $3,332+89.4% |
| Admin fee / account holder | $3,602 | $5,420-33.5% | $9,243-61.0% | $4,645-22.4% |