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 | $61,363 | $58,512+4.9% | $84,015-27.0% | $72,985-15.9% |
| Participation rate | 59.5% | 61.2%-1.8pp | 69.0%-9.6pp | 69.5%-10.0pp |
| Annual return | 17.77% | 28.93%-11.2pp | 71.31%-53.5pp | 81.00%-63.2pp |
| Employer contribution / active EE | $1,015 | $1,163-12.7% | $1,983-48.8% | $2,440-58.4% |
| Participant deferral / active EE | $1,519 | $2,394-36.5% | $3,239-53.1% | $3,607-57.9% |
| Admin fee / account holder | $1,575 | $4,569-65.5% | $6,101-74.2% | $5,124-69.3% |