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 | $75,073 | $82,978-9.5% | $129,995-42.2% | $71,457+5.1% |
| Participation rate | 56.3% | 74.1%-17.8pp | 78.5%-22.2pp | 67.9%-11.6pp |
| Annual return | 21.11% | 20.60%+0.5pp | -137.18%+158.3pp | 28.85%-7.7pp |
| Employer contribution / active EE | $2,010 | $2,622-23.3% | $4,320-53.5% | $2,588-22.3% |
| Participant deferral / active EE | $3,762 | $4,432-15.1% | $5,820-35.4% | $4,289-12.3% |
| Admin fee / account holder | $14,464 | $1,729+736.6% | $10,614+36.3% | $1,587+811.2% |