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 | $87,325 | $83,477+4.6% | $125,175-30.2% | $72,985+19.6% |
| Participation rate | 61.7% | 73.3%-11.6pp | 79.8%-18.1pp | 69.5%-7.8pp |
| Annual return | 18.87% | 25.78%-6.9pp | 43.79%-24.9pp | 81.00%-62.1pp |
| Employer contribution / active EE | $1,554 | $2,345-33.8% | $3,865-59.8% | $2,440-36.3% |
| Participant deferral / active EE | $2,824 | $3,585-21.2% | $4,937-42.8% | $3,607-21.7% |
| Admin fee / account holder | $2,668 | $5,517-51.6% | $9,702-72.5% | $5,124-47.9% |