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 7-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 | $69,139 | $73,933-6.5% | $96,683-28.5% | $75,163-8.0% |
| Participation rate | 66.7% | 66.4%+0.2pp | 74.3%-7.7pp | 67.2%-0.5pp |
| Annual return | 34.06% | 26.70%+7.4pp | 35.69%-1.6pp | 160.62%-126.6pp |
| Employer contribution / active EE | $4,069 | $2,928+39.0% | $3,737+8.9% | $2,670+52.4% |
| Participant deferral / active EE | $6,702 | $3,659+83.2% | $4,878+37.4% | $4,125+62.5% |
| Admin fee / account holder | $337 | $5,216-93.5% | $6,730-95.0% | $5,651-94.0% |