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 | $91,837 | $81,460+12.7% | $103,333-11.1% | $80,856+13.6% |
| Participation rate | 60.0% | 66.8%-6.8pp | 74.5%-14.5pp | 67.6%-7.6pp |
| Annual return | 16.88% | 25.55%-8.7pp | 24.88%-8.0pp | 35.59%-18.7pp |
| Employer contribution / active EE | $1,656 | $3,105-46.7% | $3,868-57.2% | $2,755-39.9% |
| Participant deferral / active EE | $3,233 | $3,869-16.4% | $5,057-36.1% | $4,296-24.8% |
| Admin fee / account holder | $6,337 | $6,566-3.5% | $8,355-24.2% | $6,918-8.4% |