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 | $89,485 | $61,605+45.3% | $112,229-20.3% | $75,163+19.1% |
| Participation rate | 60.0% | 61.7%-1.7pp | 72.4%-12.4pp | 67.2%-7.2pp |
| Annual return | 16.18% | 28.47%-12.3pp | 30.20%-14.0pp | 160.62%-144.4pp |
| Employer contribution / active EE | $1,595 | $2,015-20.8% | $3,430-53.5% | $2,670-40.2% |
| Participant deferral / active EE | $2,878 | $3,108-7.4% | $4,798-40.0% | $4,125-30.2% |
| Admin fee / account holder | $1,855 | $4,862-61.8% | $7,748-76.1% | $5,651-67.2% |