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 | $77,291 | $82,978-6.9% | $129,995-40.5% | $71,457+8.2% |
| Participation rate | 45.3% | 74.1%-28.8pp | 78.5%-33.2pp | 67.9%-22.6pp |
| Annual return | 16.31% | 20.60%-4.3pp | -137.18%+153.5pp | 28.85%-12.5pp |
| Employer contribution / active EE | $2,318 | $2,622-11.6% | $4,320-46.3% | $2,588-10.4% |
| Participant deferral / active EE | $4,145 | $4,432-6.5% | $5,820-28.8% | $4,289-3.4% |
| Admin fee / account holder | $12,635 | $1,729+630.8% | $10,614+19.0% | $1,587+696.0% |