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 | $77,639 | $56,897+36.5% | $84,750-8.4% | $62,891+23.5% |
| Participation rate | 60.4% | 68.5%-8.1pp | 76.6%-16.2pp | 69.3%-8.9pp |
| Annual return | 8.74% | 6.30%+2.4pp | 22.78%-14.0pp | 20.14%-11.4pp |
| Employer contribution / active EE | $2,236 | $2,400-6.8% | $3,574-37.4% | $2,281-2.0% |
| Participant deferral / active EE | $4,742 | $2,709+75.1% | $3,712+27.8% | $3,203+48.1% |
| Admin fee / account holder | $12,301 | $3,581+243.5% | $5,332+130.7% | $4,296+186.4% |