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 | $68,541 | $57,541+19.1% | $95,745-28.4% | $75,163-8.8% |
| Participation rate | 60.3% | 62.5%-2.2pp | 72.3%-11.9pp | 67.2%-6.9pp |
| Annual return | 16.10% | 34.93%-18.8pp | 28.35%-12.3pp | 160.62%-144.5pp |
| Employer contribution / active EE | $3,429 | $1,808+89.7% | $2,835+21.0% | $2,670+28.4% |
| Participant deferral / active EE | $4,051 | $3,074+31.8% | $4,245-4.6% | $4,125-1.8% |
| Admin fee / account holder | $1,256 | $4,099-69.4% | $5,678-77.9% | $5,651-77.8% |