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 | $98,562 | $101,763-3.1% | $164,866-40.2% | $80,874+21.9% |
| Participation rate | 68.4% | 71.8%-3.4pp | 78.6%-10.2pp | 67.6%+0.8pp |
| Annual return | 15.50% | 16.73%-1.2pp | 69.97%-54.5pp | 35.62%-20.1pp |
| Employer contribution / active EE | $2,002 | $2,954-32.2% | $4,343-53.9% | $2,756-27.3% |
| Participant deferral / active EE | $2,434 | $4,477-45.6% | $6,033-59.7% | $4,297-43.3% |
| Admin fee / account holder | $12,158 | $8,228+47.8% | $12,689-4.2% | $6,935+75.3% |