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 | $70,390 | $46,869+50.2% | $122,332-42.5% | $70,131+0.4% |
| Participation rate | 64.0% | 58.2%+5.8pp | 71.6%-7.7pp | 69.5%-5.6pp |
| Annual return | 19.13% | 24.22%-5.1pp | 30.27%-11.1pp | 73.14%-54.0pp |
| Employer contribution / active EE | $1,255 | $1,288-2.5% | $4,050-69.0% | $2,342-46.4% |
| Participant deferral / active EE | $3,178 | $2,166+46.7% | $3,287-3.3% | $3,332-4.6% |
| Admin fee / account holder | $9,610 | $3,322+189.3% | $5,478+75.4% | $4,645+106.9% |