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 | $29,950 | $57,541-47.9% | $95,745-68.7% | $75,163-60.2% |
| Participation rate | 65.6% | 62.5%+3.1pp | 72.3%-6.6pp | 67.2%-1.6pp |
| Annual return | 15.70% | 34.93%-19.2pp | 28.35%-12.6pp | 160.62%-144.9pp |
| Employer contribution / active EE | $1,575 | $1,808-12.9% | $2,835-44.4% | $2,670-41.0% |
| Participant deferral / active EE | $4,177 | $3,074+35.9% | $4,245-1.6% | $4,125+1.3% |
| Admin fee / account holder | $5,019 | $4,099+22.5% | $5,678-11.6% | $5,651-11.2% |