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 | $115,393 | $78,926+46.2% | $136,749-15.6% | $84,808+36.1% |
| Participation rate | 62.8% | 62.2%+0.6pp | 72.1%-9.3pp | 68.3%-5.5pp |
| Annual return | 17.11% | 18.17%-1.1pp | 24.33%-7.2pp | 40.90%-23.8pp |
| Employer contribution / active EE | $2,233 | $2,134+4.6% | $3,400-34.3% | $2,631-15.1% |
| Participant deferral / active EE | $4,665 | $3,168+47.2% | $4,692-0.6% | $4,212+10.8% |
| Admin fee / account holder | $8,977 | $6,369+41.0% | $11,386-21.2% | $7,344+22.2% |