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 | $144,749 | $96,956+49.3% | $70,014+106.7% | $273,961-47.2% |
| Participation rate | 66.7% | 77.1%-10.4pp | 71.8%-5.1pp | 83.0%-16.3pp |
| Annual return | 11.74% | 12.93%-1.2pp | 12.99%-1.2pp | 41.45%-29.7pp |
| Employer contribution / active EE | $3,068 | $3,316-7.5% | $2,338+31.2% | $4,869-37.0% |
| Participant deferral / active EE | $6,552 | $3,744+75.0% | $2,931+123.6% | $5,287+23.9% |
| Admin fee / account holder | $1,271 | $7,934-84.0% | $4,380-71.0% | $10,132-87.5% |