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 | $74,029 | $65,041+13.8% | $90,951-18.6% | $79,858-7.3% |
| Participation rate | 60.0% | 61.6%-1.6pp | 69.0%-9.0pp | 69.6%-9.6pp |
| Annual return | 11.57% | 30.45%-18.9pp | 134.60%-123.0pp | 31.71%-20.1pp |
| Employer contribution / active EE | $430 | $1,247-65.5% | $2,122-79.8% | $2,471-82.6% |
| Participant deferral / active EE | $2,992 | $2,512+19.1% | $3,373-11.3% | $3,740-20.0% |
| Admin fee / account holder | $15,288 | $4,536+237.0% | $5,959+156.6% | $5,306+188.1% |