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 | $130,705 | $123,793+5.6% | $177,821-26.5% | $79,858+63.7% |
| Participation rate | 64.3% | 84.7%-20.4pp | 87.7%-23.4pp | 69.6%-5.3pp |
| Annual return | 20.55% | 22.82%-2.3pp | 48.32%-27.8pp | 31.71%-11.2pp |
| Employer contribution / active EE | $2,460 | $4,095-39.9% | $5,918-58.4% | $2,471-0.4% |
| Participant deferral / active EE | $3,298 | $5,956-44.6% | $7,714-57.3% | $3,740-11.8% |
| Admin fee / account holder | $2,061 | $7,243-71.5% | $12,427-83.4% | $5,306-61.2% |