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 | $97,258 | $99,341-2.1% | $84,750+14.8% | $273,961-64.5% |
| Participation rate | 58.3% | 80.7%-22.4pp | 76.6%-18.3pp | 83.0%-24.7pp |
| Annual return | 10.02% | 22.93%-12.9pp | 22.78%-12.8pp | 41.45%-31.4pp |
| Employer contribution / active EE | $1,262 | $4,214-70.0% | $3,574-64.7% | $4,869-74.1% |
| Participant deferral / active EE | $5,820 | $4,269+36.3% | $3,712+56.8% | $5,287+10.1% |
| Admin fee / account holder | $3,190 | $6,644-52.0% | $5,332-40.2% | $10,132-68.5% |