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 | $80,337 | $76,552+4.9% | $123,892-35.2% | $62,891+27.7% |
| Participation rate | 68.2% | 73.0%-4.8pp | 81.4%-13.2pp | 69.3%-1.1pp |
| Annual return | 9.26% | 18.68%-9.4pp | 47.52%-38.3pp | 20.14%-10.9pp |
| Employer contribution / active EE | $2,942 | $2,883+2.1% | $4,617-36.3% | $2,281+29.0% |
| Participant deferral / active EE | $7,240 | $4,840+49.6% | $5,984+21.0% | $3,203+126.0% |
| Admin fee / account holder | $2,032 | $4,826-57.9% | $8,357-75.7% | $4,296-52.7% |