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 6-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 | $70,760 | $51,175+38.3% | $70,515+0.3% | $75,163-5.9% |
| Participation rate | 59.3% | 60.9%-1.6pp | 68.3%-9.0pp | 67.2%-7.9pp |
| Annual return | 18.32% | 30.02%-11.7pp | 32.77%-14.5pp | 160.62%-142.3pp |
| Employer contribution / active EE | $2,070 | $1,826+13.3% | $2,973-30.4% | $2,670-22.5% |
| Participant deferral / active EE | $4,911 | $2,849+72.4% | $4,567+7.5% | $4,125+19.0% |
| Admin fee / account holder | $6,266 | $4,091+53.2% | $6,412-2.3% | $5,651+10.9% |