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 7-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 | $65,023 | $81,446-20.2% | $103,374-37.1% | $80,874-19.6% |
| Participation rate | 67.1% | 66.9%+0.3pp | 74.5%-7.4pp | 67.6%-0.5pp |
| Annual return | 13.04% | 25.57%-12.5pp | 24.89%-11.8pp | 35.62%-22.6pp |
| Employer contribution / active EE | $1,853 | $3,107-40.4% | $3,869-52.1% | $2,756-32.7% |
| Participant deferral / active EE | $4,222 | $3,870+9.1% | $5,058-16.5% | $4,297-1.7% |
| Admin fee / account holder | $474 | $6,715-92.9% | $8,394-94.4% | $6,935-93.2% |