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 | $117,159 | $106,584+9.9% | $101,326+15.6% | $142,382-17.7% |
| Participation rate | 66.7% | 82.7%-16.0pp | 81.5%-14.8pp | 80.1%-13.5pp |
| Annual return | 14.67% | 36.93%-22.3pp | 36.82%-22.1pp | 217.08%-202.4pp |
| Employer contribution / active EE | $1,608 | $3,956-59.4% | $3,665-56.1% | $4,299-62.6% |
| Participant deferral / active EE | $3,439 | $8,297-58.6% | $7,994-57.0% | $6,507-47.2% |
| Admin fee / account holder | $2,618 | $11,446-77.1% | $11,185-76.6% | $12,624-79.3% |