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 | $81,873 | $63,355+29.2% | $91,989-11.0% | $72,985+12.2% |
| Participation rate | 67.7% | 72.5%-4.8pp | 78.6%-10.9pp | 69.5%-1.7pp |
| Annual return | 21.63% | 35.35%-13.7pp | 69.02%-47.4pp | 81.00%-59.4pp |
| Employer contribution / active EE | $1,565 | $2,116-26.0% | $3,452-54.6% | $2,440-35.8% |
| Participant deferral / active EE | $2,118 | $4,883-56.6% | $5,923-64.2% | $3,607-41.3% |
| Admin fee / account holder | $1,405 | $4,668-69.9% | $7,743-81.9% | $5,124-72.6% |