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 | $91,066 | $95,453-4.6% | $112,040-18.7% | $82,448+10.5% |
| Participation rate | 38.2% | 72.8%-34.6pp | 76.5%-38.3pp | 68.1%-29.9pp |
| Annual return | 17.25% | 23.92%-6.7pp | 24.52%-7.3pp | 41.64%-24.4pp |
| Employer contribution / active EE | $1,096 | $2,318-52.7% | $2,954-62.9% | $2,551-57.1% |
| Participant deferral / active EE | $2,093 | $4,224-50.4% | $5,098-58.9% | $4,139-49.4% |
| Admin fee / account holder | $3,309 | $9,013-63.3% | $12,098-72.6% | $7,234-54.3% |