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 | $76,410 | $72,277+5.7% | $101,248-24.5% | $79,858-4.3% |
| Participation rate | 52.6% | 68.5%-15.9pp | 75.8%-23.2pp | 69.6%-17.1pp |
| Annual return | 14.68% | 22.30%-7.6pp | 46.47%-31.8pp | 31.71%-17.0pp |
| Employer contribution / active EE | $1,814 | $2,692-32.6% | $3,660-50.4% | $2,471-26.6% |
| Participant deferral / active EE | $3,140 | $3,282-4.3% | $4,370-28.1% | $3,740-16.0% |
| Admin fee / account holder | $7,632 | $4,400+73.4% | $5,945+28.4% | $5,306+43.8% |