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 | $98,981 | $127,065-22.1% | $113,168-12.5% | $142,382-30.5% |
| Participation rate | 68.4% | 79.2%-10.8pp | 76.6%-8.1pp | 80.1%-11.7pp |
| Annual return | 22.25% | 24.03%-1.8pp | 24.27%-2.0pp | 217.08%-194.8pp |
| Employer contribution / active EE | $3,362 | $3,442-2.3% | $2,975+13.0% | $4,299-21.8% |
| Participant deferral / active EE | $8,987 | $5,716+57.2% | $5,107+76.0% | $6,507+38.1% |
| Admin fee / account holder | $17,521 | $15,736+11.3% | $12,068+45.2% | $12,624+38.8% |