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 | $87,688 | $93,170-5.9% | $100,534-12.8% | $84,808+3.4% |
| Participation rate | 68.1% | 75.8%-7.8pp | 80.6%-12.5pp | 68.3%-0.2pp |
| Annual return | 35.12% | 47.13%-12.0pp | 32.66%+2.5pp | 40.90%-5.8pp |
| Employer contribution / active EE | $2,855 | $3,985-28.4% | $4,346-34.3% | $2,631+8.5% |
| Participant deferral / active EE | $7,491 | $5,699+31.5% | $6,144+21.9% | $4,212+77.9% |
| Admin fee / account holder | $696 | $7,382-90.6% | $7,654-90.9% | $7,344-90.5% |