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 | $79,816 | $65,685+21.5% | $57,179+39.6% | $273,961-70.9% |
| Participation rate | 55.6% | 78.3%-22.8pp | 75.3%-19.8pp | 83.0%-27.5pp |
| Annual return | 6.56% | 21.99%-15.4pp | 14.59%-8.0pp | 41.45%-34.9pp |
| Employer contribution / active EE | $2,333 | $3,279-28.9% | $2,682-13.0% | $4,869-52.1% |
| Participant deferral / active EE | $4,243 | $3,782+12.2% | $3,096+37.1% | $5,287-19.7% |
| Admin fee / account holder | $17,465 | $4,835+261.2% | $3,139+456.4% | $10,132+72.4% |