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 | $83,256 | $89,753-7.2% | $107,525-22.6% | $84,808-1.8% |
| Participation rate | 68.9% | 68.1%+0.9pp | 75.1%-6.2pp | 68.3%+0.6pp |
| Annual return | 14.24% | 29.48%-15.2pp | 181.32%-167.1pp | 40.90%-26.7pp |
| Employer contribution / active EE | $3,563 | $3,113+14.4% | $3,754-5.1% | $2,631+35.4% |
| Participant deferral / active EE | $6,580 | $4,056+62.2% | $5,116+28.6% | $4,212+56.2% |
| Admin fee / account holder | $23,927 | $7,222+231.3% | $8,919+168.3% | $7,344+225.8% |