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 | $92,834 | $78,422+18.4% | $95,952-3.2% | $79,858+16.2% |
| Participation rate | 65.5% | 73.5%-8.0pp | 77.1%-11.6pp | 69.6%-4.1pp |
| Annual return | 11.49% | 19.37%-7.9pp | 91.61%-80.1pp | 31.71%-20.2pp |
| Employer contribution / active EE | $1,235 | $1,945-36.5% | $2,541-51.4% | $2,471-50.0% |
| Participant deferral / active EE | $2,395 | $3,440-30.4% | $4,167-42.5% | $3,740-36.0% |
| Admin fee / account holder | $444 | $5,622-92.1% | $6,795-93.5% | $5,306-91.6% |