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 | $97,998 | $89,355+9.7% | $141,162-30.6% | $72,985+34.3% |
| Participation rate | 51.9% | 75.1%-23.2pp | 82.5%-30.6pp | 69.5%-17.6pp |
| Annual return | 25.37% | 111.85%-86.5pp | 71.39%-46.0pp | 81.00%-55.6pp |
| Employer contribution / active EE | $1,816 | $3,114-41.7% | $4,735-61.6% | $2,440-25.6% |
| Participant deferral / active EE | $3,452 | $5,418-36.3% | $6,709-48.5% | $3,607-4.3% |
| Admin fee / account holder | $1,638 | $5,958-72.5% | $10,261-84.0% | $5,124-68.0% |