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 | $133,915 | $132,239+1.3% | $105,722+26.7% | $273,961-51.1% |
| Participation rate | 50.0% | 83.2%-33.2pp | 78.9%-28.9pp | 83.0%-33.0pp |
| Annual return | 7.21% | 10.07%-2.9pp | 12.25%-5.0pp | 41.45%-34.2pp |
| Employer contribution / active EE | $2,400 | $4,867-50.7% | $4,079-41.2% | $4,869-50.7% |
| Participant deferral / active EE | $4,712 | $6,233-24.4% | $5,326-11.5% | $5,287-10.9% |
| Admin fee / account holder | $4,802 | $12,032-60.1% | $8,308-42.2% | $10,132-52.6% |