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 | $94,441 | $51,175+84.5% | $70,515+33.9% | $75,163+25.6% |
| Participation rate | 65.4% | 60.9%+4.4pp | 68.3%-3.0pp | 67.2%-1.8pp |
| Annual return | 14.44% | 30.02%-15.6pp | 32.77%-18.3pp | 160.62%-146.2pp |
| Employer contribution / active EE | $437 | $1,826-76.1% | $2,973-85.3% | $2,670-83.6% |
| Participant deferral / active EE | $3,149 | $2,849+10.5% | $4,567-31.0% | $4,125-23.7% |
| Admin fee / account holder | $7,921 | $4,091+93.6% | $6,412+23.5% | $5,651+40.2% |