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 | $95,364 | $68,547+39.1% | $120,354-20.8% | $80,856+17.9% |
| Participation rate | 54.5% | 61.6%-7.1pp | 71.9%-17.4pp | 67.6%-13.1pp |
| Annual return | 10.27% | 23.60%-13.3pp | 107.15%-96.9pp | 35.59%-25.3pp |
| Employer contribution / active EE | $1,499 | $2,051-26.9% | $3,463-56.7% | $2,755-45.6% |
| Participant deferral / active EE | $4,037 | $3,173+27.2% | $4,991-19.1% | $4,296-6.0% |
| Admin fee / account holder | $1,194 | $5,732-79.2% | $9,423-87.3% | $6,918-82.7% |