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 | $91,628 | $104,251-12.1% | $91,001+0.7% | $147,584-37.9% |
| Participation rate | 66.7% | 78.2%-11.6pp | 75.6%-8.9pp | 82.8%-16.2pp |
| Annual return | 30.75% | 27.06%+3.7pp | 4.60%+26.1pp | 578.55%-547.8pp |
| Employer contribution / active EE | $1,573 | $3,116-49.5% | $2,456-35.9% | $4,876-67.7% |
| Participant deferral / active EE | $2,937 | $4,195-30.0% | $3,547-17.2% | $5,439-46.0% |
| Admin fee / account holder | $17,298 | $8,948+93.3% | $5,417+219.3% | $10,885+58.9% |