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 | $77,913 | $78,422-0.6% | $95,952-18.8% | $79,858-2.4% |
| Participation rate | 57.1% | 73.5%-16.3pp | 77.1%-19.9pp | 69.6%-12.5pp |
| Annual return | 20.96% | 19.37%+1.6pp | 91.61%-70.7pp | 31.71%-10.8pp |
| Employer contribution / active EE | $1,408 | $1,945-27.6% | $2,541-44.6% | $2,471-43.0% |
| Participant deferral / active EE | $2,796 | $3,440-18.7% | $4,167-32.9% | $3,740-25.2% |
| Admin fee / account holder | $970 | $5,622-82.7% | $6,795-85.7% | $5,306-81.7% |